(WELK) Amundi S&P Global - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE000KYX7IP4 • Sector Equity Financial Services
WELK: Financial, Services, Stocks, Bonds, Investment, Funds
The Amundi S&P Global Financials ESG UCITS ETF (WELK) is an exchange-traded fund designed to track the performance of the global financial services sector with a focus on environmental, social, and governance (ESG) criteria. Listed on XETRA under the ticker WELK, this fund is part of the Morningstar Global Financial Services TME NR USD index. As of the latest data, the fund has assets under management (AUM) of 777.48M EUR, making it a significant player in the ESG-focused financial services ETF category.
Looking ahead, the future outlook for this fund is closely tied to the evolution of ESG standards in the financial sector. As global regulators and investors increasingly prioritize sustainability, the demand for ESG-compliant financial products is expected to grow. The funds ability to align with these trends, coupled with its focus on a sector undergoing significant transformation, positions it well to capitalize on long-term growth opportunities. However, the funds performance will also depend on its ability to navigate the regulatory landscape and maintain its competitive edge in a rapidly changing environment.
Additional Sources for WELK ETF
WELK ETF Overview
Market Cap in USD | 646m |
Category | Sector Equity Financial Services |
IPO / Inception | 2022-09-20 |
WELK ETF Ratings
Growth Rating | 65.9 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | -2.76 |
Analysts | - |
Fair Price Momentum | 13.60 EUR |
Fair Price DCF | - |
WELK Dividends
No Dividends PaidWELK Growth Ratios
Growth Correlation 3m | -84.5% |
Growth Correlation 12m | 83.6% |
Growth Correlation 5y | 91.4% |
CAGR 5y | 18.82% |
CAGR/Max DD 5y | 0.94 |
Sharpe Ratio 12m | 0.69 |
Alpha | 6.67 |
Beta | 0.766 |
Volatility | 13.54% |
Current Volume | 1.3k |
Average Volume 20d | 7.6k |
As of May 02, 2025, the stock is trading at EUR 14.88 with a total of 1,289 shares traded.
Over the past week, the price has changed by +1.20%, over one month by -5.02%, over three months by -8.52% and over the past year by +19.01%.
Yes. Based on ValueRay Analyses, Amundi S&P Global (XETRA:WELK) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 65.92 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WELK as of May 2025 is 13.60. This means that WELK is currently overvalued and has a potential downside of -8.6%.
Amundi S&P Global has no consensus analysts rating.
According to ValueRays Forecast Model, WELK Amundi S&P Global will be worth about 15.5 in May 2026. The stock is currently trading at 14.88. This means that the stock has a potential upside of +4.1%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 15.5 | 4.1% |