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Detailed Analysis
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Values as of: 2021-04-15
Values as of: 2021-04-15
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 %
52 Week High : 16.85
52 Week Low : 10.00
200 Day Moving Average : 13.91
50 Day Moving Average : 13.91
N/A
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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%
Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
XDJP:LSE | Xtrackers Nikkei 225 UCITS ETF.. | 0.09 % |
+7.00 (+0.34%) |
EUR240.43B |
LCJP:LSE | Multi Units Luxembourg - Lyxor.. | 0.12 % |
+0.03 (+0.24%) |
EUR188.62B |
LCJD:LSE | Lyxor Core MSCI Japan (DR) UCI.. | 0.12 % |
+0.02 (+0.12%) |
EUR187.92B |
UB02:LSE | UBS ETF SICAV - MSCI Japan UCI.. | 0.00 % |
+10.00 (+0.25%) |
EUR90.61B |
UC65:LSE | UBS(Lux)Fund Solutions â&.. | 0.19 % |
+0.13 (+0.23%) |
EUR90.27B |
JPSR:LSE | UBS(Lux)Fund Solutions â&.. | 0.40 % |
-0.75 (-0.04%) |
EUR51.78B |
JREE:LSE | JPMorgan ETFs (Ireland) ICAV -.. | 0.25 % |
+0.11 (+0.33%) |
EUR47.18B |
JURE:LSE | JPMorgan ETFs (Ireland) ICAV -.. | 0.20 % |
+15.00 (+0.53%) |
EUR47.08B |
JREU:LSE | JPMorgan ETFs (Ireland) ICAV -.. | 0.20 % |
+0.18 (+0.46%) |
EUR47.08B |
CSPX:LSE | iShares Core S&P 500 UCITS ETF.. | 0.07 % |
+1.57 (+0.37%) |
EUR44.81B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
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Market Performance vs. Industry/Classification (Others) |
Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | -3.23% | 16% | F | 18% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -3.23% | 16% | F | 17% | F | ||
Trailing 12 Months | |||||||
Capital Gain | -15.19% | 7% | F | 7% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -15.19% | 7% | F | 7% | F | ||
Trailing 5 Years | |||||||
Capital Gain | 178.36% | 96% | A | 91% | A- | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 178.36% | 95% | A | 89% | B+ | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 52.32% | 90% | A- | 89% | B+ | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | 52.32% | 90% | A- | 88% | B+ | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 82.46% | 13% | F | 16% | F | ||
Risk Adjusted Return | 63.45% | 69% | D+ | 76% | C | ||
Market Capitalization | 0.02B | 17% | F | 19% | F |
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% |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
There is nothing we particularly like
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
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.