About
WisdomTree Carbon (CARB) is designed to enable investors to gain a total return exposure to movements in the price of ICE Futures' European Carbon emissions allowance futures contracts (ICE ECX CFI EUA futures contracts) plus a collateral yield. The exposure is obtained through fully funded uncollateralised swaps with Shell Trading Switzerland AG, a member of the Royal Dutch Shell Group. CARB is an exchange traded commodity (ETC). Its securities can be created and redeemed on demand by authorised participants and traded on exchange just like shares in a company.
Currency: EUR
Country : UK
Management Expense Ratio: 0.49 %
Technical Indicators
52 Week High : 16.85
52 Week Low : 10.00
200 Day Moving Average : 13.91
50 Day Moving Average : 13.91
Unadjusted Closing Price
Adjusted Closing Price
Assets
N/A
Top Holdings
N/A
Top Sectors
N/A
Top Regions
N/A
Valuation Growth & Performance
Morningstar Ratio : 0
Category Benchmark : -
Sustainability Ratio :
3 Year Volatility : 42.38
3 Year Expected Return : 79.81
3 Year Sharpe Ratio : 1.40
YTD Return : -9.03%
3 Year Returns : 10.79%
5 Year Returns : 9.59%
10 Year Returns : 0.00%
Share Volume
Relative Performance (Total Returns)
Compare
Relative Returns (From: To: 2021-07-24 )
Largest Industry Peers for Others
| Symbol | Name | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|
| XDJP:LSE | Xtrackers - Nikkei 225 UCITS E.. | 0.09 % |
N/A |
EUR188.87B |
| LCJD:LSE | Multi Units Luxembourg - Lyxor.. | 0.12 % |
N/A |
EUR177.28B |
| LCJP:LSE | Multi Units Luxembourg - Lyxor.. | 0.12 % |
N/A |
EUR177.28B |
| UB02:LSE | UBS (Lux) Fund Solutions - MSC.. | 0.00 % |
N/A |
EUR102.85B |
| UC65:LSE | UBS (Lux) Fund Solutions - MSC.. | 0.19 % |
N/A |
EUR102.85B |
| JPSR:LSE | UBS (Lux) Fund Solutions - MSC.. | 0.22 % |
N/A |
EUR53.74B |
| CSP1:LSE | iShares VII Public Limited Com.. | 0.00 % |
N/A |
EUR47.94B |
| CSPX:LSE | iShares VII Public Limited Com.. | 0.07 % |
N/A |
EUR47.94B |
| SWDA:LSE | iShares III Public Limited Com.. | 0.20 % |
N/A |
EUR39.52B |
| CNKY:LSE | iShares VII Public Limited Com.. | 0.48 % |
N/A |
EUR33.09B |
ETFs Containing CARB
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|
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 | -12.10% | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -12.10% | N/A | N/A | N/A | N/A | ||
| Trailing 12 Months | |||||||
| Capital Gain | -28.99% | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -28.99% | N/A | N/A | N/A | N/A | ||
| Trailing 5 Years | |||||||
| Capital Gain | 211.30% | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 211.30% | N/A | N/A | N/A | N/A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 51.49% | 90% | A- | 89% | B+ | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 51.49% | 90% | A- | 88% | B+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 83.09% | 13% | F | 16% | F | ||
| Risk Adjusted Return | 61.97% | 69% | D+ | 76% | C | ||
| Market Capitalization | 0.02B | 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+ | 87%-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 |
|---|
No discussions yet
User / Independent Analyst Ratings
| User Name | Target Rating | Target Horizon (Months) | Target Price | User Analysis | Date | Comment |
|---|
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:
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.
