SUUS:LSE-iShares MSCI USA SRI UCITS ETF USD (Acc) (GBX)

ETF | US Large-Cap Blend Equity | LSE

Last Closing Price

GBX 687.63

Change

-0.13 (-0.02)%

Market Cap

N/A

Volume

0.14M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund's investments, which reflects the return of the MSCI USA SRI Select Reduced Fossil Fuel Index, the Fund's benchmark 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: 2020-07-01 )

Largest Industry Peers for US Large-Cap Blend Equity

Symbol Name Mer Price(Change) Market Cap
VUSA:LSE Vanguard S&P 500 UCITS ETF 0.00 %

+0.10 (+0.20%)

GBX24.44B
VUSD:LSE Vanguard S&P 500 UCITS ETF 0.00 %

+0.58 (+1.00%)

GBX23.85B
IUSA:LSE iShares S&P 500 UCITS ETF .. 0.07 %

+8.25 (+0.33%)

GBX9.15B
XSPU:LSE Xtrackers S&P 500 Swap UCI.. 0.15 %

+0.55 (+0.96%)

GBX6.86B
XSPX:LSE Xtrackers S&P 500 Swap UCI.. 0.15 %

+2.50 (+0.05%)

GBX5.73B
HSPD:LSE HSBC S&P 500 UCITS ETF 0.09 %

+0.22 (+0.71%)

GBX3.65B
HSPX:LSE HSBC S&P 500 UCITS ETF 0.09 %

+0.90 (+0.04%)

GBX3.35B
XMUD:LSE Xtrackers - MSCI USA Swap UCIT.. 0.30 %

+0.68 (+0.78%)

GBX2.06B
MXUS:LSE Invesco MSCI USA UCITS ETF 0.19 %

+0.73 (+0.86%)

GBX1.13B
VDNR:LSE Vanguard FTSE North America UC.. 0.00 %

+0.70 (+0.92%)

GBX0.92B

ETFs Containing SUUS

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 6.63% 93% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.63% 93% A 84% B
Trailing 12 Months  
Capital Gain 11.49% 96% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.49% 96% A 82% 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 10.80% 43% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.80% 42% F 69% D+
Risk Return Profile  
Volatility (Standard Deviation) 8.33% 81% B- 83% B
Risk Adjusted Return 129.70% 67% D+ 95% A
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 (GBX)

Quarterly Financials (GBX)

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:
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.