UEFZ:XETRA:XETRA-UBS - SBI Foreign AAA-BBB 5-10 UCITSCHF A-dis (EUR)

ETF | Others |

Last Closing

USD 13.801

Change

+0.10 (+0.69)%

Market Cap

USD 0.40B

Volume

1.10K

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 UEFZ: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 -4.60% 6% D- 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.60% 6% D- 13% F
Trailing 12 Months  
Capital Gain 8.30% 46% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.30% 45% F 49% F
Trailing 5 Years  
Capital Gain 6.33% 37% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.33% 36% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 0.52% 36% F 37% F
Dividend Return 0.52% 35% F 34% F
Total Return N/A 77% C+ 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 4.41% 87% B+ 90% A-
Risk Adjusted Return 11.84% 39% F 39% F
Market Capitalization 0.40B 64% D 57% F

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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:
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.