LOWC:ARCA-SPDR MSCI ACWI Low Carbon Target

ETF | World Large Stock | NYSE Arca

Last Closing

USD 82.41

Change

0.00 (0.00)%

Market Cap

USD 0.10B

Volume

2.85K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI ACWI Low Carbon Target Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is designed to address two dimensions of carbon exposure - carbon emissions and fossil fuel reserves, expressed as potential emissions. The fund is non-diversified.

Inception Date: 25/11/2014

Primary Benchmark: MSCI ACWI Low Carbon Target NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.3%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for World Large Stock

Symbol Name Mer Price(Change) Market Cap
VT Vanguard Total World Stock Ind.. 0.09 %

+0.75 (+1.09%)

USD 11.79B
ACWV iShares Edge MSCI Min Vol Glob.. 0.20 %

N/A

USD 3.64B
IOO iShares Global 100 0.40 %

+0.52 (+1.18%)

USD 1.80B
FIHD UBS AG FI Enhanced Global High.. 0.00 %

+2.91 (+1.92%)

USD 1.54B
FIYY Barclays ETN FI Enhanced Globa.. 0.00 %

+1.65 (+1.82%)

USD 1.38B
URTH Ishares MSCI World Index Fund 0.24 %

+0.91 (+1.10%)

USD 0.72B
CRBN iShares MSCI ACWI Low Carbon T.. 0.20 %

+1.32 (+1.21%)

USD 0.38B
WDIV SPDR S&P Global Dividend 0.40 %

+0.31 (+0.48%)

USD 0.25B
ACWF iShares Edge MSCI Multifactor .. 0.35 %

+0.36 (+1.31%)

USD 0.19B
ACIM SPDR MSCI ACWI IMI 0.25 %

+0.69 (+0.93%)

USD 0.16B

ETFs Containing LOWC

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.21% 55% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.21% 55% F 45% F
Trailing 12 Months  
Capital Gain -11.50% 54% F 45% F
Dividend Return 1.04% 26% F 17% F
Total Return -10.46% 42% F 40% F
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 5.06% 50% F 65% D
Dividend Return 6.83% 46% F 58% F
Total Return 1.77% 42% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 10.17% 38% F 66% D
Risk Adjusted Return 67.15% 50% F 68% D+
Market Capitalization 0.10B 52% F 17% 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:

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.

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.