UEFY:XETRA:XETRA-UBS - SBI Foreign AAA-BBB 1-5 UCITS CHF A-dis (EUR)

ETF | Others |

Last Closing

USD 11.7355

Change

+0.06 (+0.53)%

Market Cap

USD 0.44B

Volume

5.67K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

ETFs Containing UEFY:XETRA

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 -4.93% 6% D- 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.93% 6% D- 13% F
Trailing 12 Months  
Capital Gain 5.28% 37% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.28% 37% F 42% F
Trailing 5 Years  
Capital Gain 9.37% 39% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.37% 38% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 1.72% 42% F 42% F
Dividend Return 1.72% 41% F 40% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.68% 95% A 96% N/A
Risk Adjusted Return 64.46% 86% B+ 86% B+
Market Capitalization 0.44B 67% D+ 59% D-

Annual Financials (EUR)

Quarterly Financials (EUR)

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
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.