USPA:SW:SW-Franklin S&P 500 Paris Aligned Climate UCITS ETF (USD)

ETF | Others |

Last Closing

USD 43.045

Change

+0.51 (+1.19)%

Market Cap

N/A

Volume

0.03M

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 USPA: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 11.27% 73% C 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.27% 73% C 73% C
Trailing 12 Months  
Capital Gain 29.65% 90% A- 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 29.65% 90% A- 90% A-
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 8.06% 88% B+ 85% B
Dividend Return 8.06% 88% B+ 85% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.34% 21% F 29% F
Risk Adjusted Return 60.38% 89% A- 89% A-
Market Capitalization N/A N/A N/A N/A N/A

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:
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.

What to not like:
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.