iShares US Equity Buyback Achiev ETF$Acc GBP (LSE:BACS) - ETF price


ETF Report

iShares US Equity Buyback Achievers UCITS ETF USD (Acc) (GBP) BACS

Morningstar Rating™ (Relative to Category) 30/04/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: US Large-Cap Blend EquityClick here to see our Methodology
3-YearLowHighStarRatingValueLabel_1
5-YearLowHighStarRatingValueLabel_1
10-Year--Not Rated
OverallLowHighStarRatingValueLabel_1
Modern Portfolio Statistics 30/04/2020
 Standard Index
Russell 1000 TR USD
Best Fit Index
Russell 1000 Value TR USD
3-Yr R-Squared88.8795.41
3-Yr Beta1.441.43
3-Yr Alpha-14.23-4.48
Return/Risk Analysis 30/04/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation0.002.769.24
3-Yr Mean Return0.001.937.52
Sharpe Ratio-17.950.480.73
Sortino Ratio---
Positive Months123449
Negative Months123039
Worst Month0.00-1.89-4.42
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2020 Morningstar. All rights reserved.