UPVLD:SW:SW-UBS (Irl) ETF plc - Factor MSCI USA Prime Value ESG UCITS ETF (USD) A-dis CHF (USD)

ETF | Others |

Last Closing

USD 31.375

Change

+0.32 (+1.03)%

Market Cap

USD 0.35B

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: 2024-05-07 )

Largest Industry Peers for Others

ETFs Containing UPVLD:SW

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 13.33% 81% B- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.33% 81% B- 81% B-
Trailing 12 Months  
Capital Gain 21.94% 80% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.94% 80% B- 80% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.66% 58% F 58% F
Dividend Return 2.66% 58% F 57% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 6.04% 49% F 56% F
Risk Adjusted Return 44.03% 49% F 53% F
Market Capitalization 0.35B 58% F 54% F

Annual Financials (USD)

Quarterly Financials (USD)

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:

There is nothing we particularly like

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.