UIMP:F-UBS ETF - MSCI USA Socially Responsible UCITS ETF (USD) A-dis (EUR)

ETF | US Large-Cap Blend Equity | F

Last Closing Price

EUR 97.22

Change

0.00 (0.00)%

Market Cap

N/A

Volume

8.00

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The sub-fund will take proportionate exposure on the components of the MSCI USA Socially Responsible 5% Issuer Capped Index (Net Return) either through direct investments in all or substantially all of the component securities and/or through the use of derivatives in particular where it may not be possible or practicable to replicate the index through direct investments or in order to generate efficiencies in gaining exposure to the index.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-05 )

Largest Industry Peers for US Large-Cap Blend Equity

Symbol Name Mer Price(Change) Market Cap
D5BM:F Xtrackers S&P 500 Swap UCITS E.. 0.15 %

N/A

EUR6.86B
H4ZF:F HSBC S&P 500 UCITS ETF 0.09 %

N/A

EUR3.65B
DBXU:F Xtrackers MSCI USA Swap UCITS .. 0.30 %

N/A

EUR2.66B
IQQN:F iShares MSCI North America UCI.. 0.40 %

N/A

EUR1.44B
LYYB:F Lyxor MSCI USA UCITS ETF Dist 0.25 %

N/A

EUR0.97B
SC0H:F Invesco MSCI USA UCITS ETF 0.19 %

N/A

EUR0.73B
SXR4:F iShares VII PLC - iShares MSCI.. 0.33 %

N/A

EUR0.72B
QDVB:F iShares Edge MSCI USA Quality .. 0.20 %

N/A

EUR0.69B
XDEW:F Xtrackers S&P 500 Equal Weight.. 0.25 %

N/A

EUR0.56B
EL4Z:F Deka MSCI USA UCITS ETF 0.00 %

N/A

EUR0.56B

ETFs Containing UIMP

Symbol Name Weight Mer Price(Change) Market Cap

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 -17.26% 86% B 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -17.26% 86% B 71% C-
Trailing 12 Months  
Capital Gain -6.66% 86% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.66% 86% B 65% D
Trailing 5 Years  
Capital Gain 23.47% 55% F 78% C+
Dividend Return 1.47% 30% F 4% F
Total Return 24.93% 52% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 10.72% 51% F 64% D
Dividend Return 0.08% 20% F 2% F
Total Return 10.80% 53% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 9.61% 19% F 88% B+
Risk Adjusted Return 112.36% 23% F 80% B-
Market Capitalization N/A N/A N/A N/A N/A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (EUR)

Quarterly Financials (EUR)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.