USFM:LSE:LSE-UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis (GBX)

ETF | US Large-Cap Blend Equity |

Last Closing

USD 1391

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 US Large-Cap Blend Equity

ETFs Containing USFM:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Blend Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -13.41% 54% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.41% 54% F 67% D+
Trailing 12 Months  
Capital Gain -6.38% 31% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.38% 30% F 64% D
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 7.36% 17% F 61% D-
Dividend Return 7.37% 17% F 56% F
Total Return 0.00% 21% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 6.96% 90% A- 87% B+
Risk Adjusted Return 105.81% 32% F 90% A-
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.