XUFN:LSE:LSE-Xtrackers MSCI USA Financials UCITS ETF 1D (USD)

ETF | Sector Equity Financial Services |

Last Closing

USD 22.3475

Change

0.00 (0.00)%

Market Cap

USD 0.13B

Volume

2.93K

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: 2020-01-27 )

Largest Industry Peers for Sector Equity Financial Services

ETFs Containing XUFN:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity Financial Services) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.42% 88% B+ 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.42% 88% B+ 45% F
Trailing 12 Months  
Capital Gain 15.18% 63% D 65% D
Dividend Return 4.05% 100% F 76% C+
Total Return 19.23% 95% A 70% C-
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 -0.02% 11% F 28% F
Dividend Return 0.40% 11% F 25% F
Total Return 0.42% 100% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 9.15% 95% A 80% B-
Risk Adjusted Return 4.38% 11% F 25% F
Market Capitalization 0.13B 56% F 50% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.