UC98:LSE:LSE-UBS(Lux)Fund Solutions – Bloomberg MSCI US Liquid Corp Sust UCITS ETF(USD)A-dis (GBX)

ETF | Others |

Last Closing

USD 1187

Change

+2.50 (+0.21)%

Market Cap

USD 0.18B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
0R15:LSE SoftBank Group Corp.

N/A

USD 9,217.80B
0R1E:LSE Nintendo Co. Ltd.

N/A

USD 7,596.04B
0R1O:LSE Amazon.com Inc.

N/A

USD 1,607.29B
0R1I:LSE NVIDIA Corp.

N/A

USD 618.20B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

N/A

USD 617.54B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

N/A

USD 617.54B
0R1G:LSE Home Depot Inc.

N/A

USD 373.16B
XDJP:LSE Xtrackers Nikkei 225 UCITS ETF..

N/A

USD 348.03B
0QZK:LSE Coca-Cola Co.

N/A

USD 266.08B
0QZO:LSE 0QZO

N/A

USD 258.54B

ETFs Containing UC98:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.82% 17% F 32% F
Dividend Return 0.00% 15% F 9% A-
Total Return -1.82% 16% F 31% F
Trailing 12 Months  
Capital Gain -2.04% 17% F 34% F
Dividend Return 0.00% 16% F 6% D-
Total Return -2.04% 16% F 34% F
Trailing 5 Years  
Capital Gain -6.52% 21% F 37% F
Dividend Return 0.00% 3% F 1% F
Total Return -6.52% 16% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain -3.43% 16% F 30% F
Dividend Return -3.43% 15% F 29% F
Total Return 0.00% 6% D- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 6.41% 80% B- 90% A-
Risk Adjusted Return -53.58% 10% F 18% F
Market Capitalization 0.18B 53% F 47% F

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.