WELY:XETRA:XETRA-Amundi S&P Global Financials ESG UCITS ETF DR EUR Inc (EUR)

ETF | Others |

Last Closing

USD 12.402

Change

+0.02 (+0.13)%

Market Cap

USD 0.23B

Volume

659.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

ETFs Containing WELY: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 9.46% 75% C 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.46% 75% C 74% C
Trailing 12 Months  
Capital Gain 28.11% 82% B 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.11% 82% B 81% 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 2.57% 46% F 45% F
Dividend Return 2.57% 45% F 43% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 5.45% 81% B- 85% B
Risk Adjusted Return 47.07% 63% D 66% D+
Market Capitalization 0.23B 52% F 46% 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:
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:
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.