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

ETF | Others |

Last Closing

USD 11.758

Change

-0.01 (-0.10)%

Market Cap

USD 0.45B

Volume

3.66K

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: 2024-04-15 )

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 -4.75% 10% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.75% 10% F 16% F
Trailing 12 Months  
Capital Gain 3.73% 36% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.73% 35% F 41% F
Trailing 5 Years  
Capital Gain 11.64% 42% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.64% 42% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 1.75% 42% F 41% F
Dividend Return 1.75% 40% F 39% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.69% 95% A 96% N/A
Risk Adjusted Return 65.03% 85% B 85% B
Market Capitalization 0.45B 66% 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.