UKSR:LSE:LSE-UBS (Irl) ETF plc - MSCI United Kingdom IMI Socially Responsible UCITS ETF (GBP) A-dis (GBX)

ETF | UK Large-Cap Equity |

Last Closing

USD 1264

Change

-4.10 (-0.32)%

Market Cap

N/A

Volume

940.00

Analyst Target

N/A
Analyst Rating

N/A

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: 2020-04-08 )

Largest Industry Peers for UK Large-Cap Equity

ETFs Containing UKSR:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (UK Large-Cap Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -25.26% 29% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -25.26% 29% F 37% F
Trailing 12 Months  
Capital Gain -19.62% 95% A 40% F
Dividend Return 0.02% 20% F 11% F
Total Return -19.60% 90% A- 38% F
Trailing 5 Years  
Capital Gain -16.07% 44% F 43% F
Dividend Return 0.04% 33% F 9% A-
Total Return -16.03% 33% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 3.48% 45% F 44% F
Dividend Return 3.49% 36% F 39% F
Total Return 0.00% 23% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 8.80% 91% A- 82% B
Risk Adjusted Return 39.60% 45% F 47% F
Market Capitalization N/A N/A N/A N/A N/A

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.