EPU 📈 iShares MSCI Peru - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642898427 • Miscellaneous Region
EPU: Gold, Copper, Mining, Banking, Financials
The fund generally will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. A significant portion of the index is represented by securities of companies in the financials and materials industries or sectors. Companies with economic exposure to and/or carry out the majority of their operations in Peru may include companies organized, listed, or with significant operations in developed countries. The fund is non-diversified. ‣ Company URL: http://www.ishares.com ‣ Domicile: United States
Additional Sources for EPU ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EPU ETF Overview
| Market Cap in USD | 77m |
| Category | Miscellaneous Region |
| TER | 0.59% |
| IPO / Inception | 2009-06-19 |
EPU ETF Ratings
| Growth 5y | 44.4% |
| Fundamental | - |
| Dividend | 53.6% |
| Rel. Strength Industry | -15.9 |
| Analysts | - |
| Fair Price Momentum | 40.05 USD |
| Fair Price DCF | - |
EPU Dividends
| Dividend Yield 12m | 2.46% |
| Yield on Cost 5y | 3.30% |
| Annual Growth 5y | 7.64% |
| Payout Consistency | 78.4% |
EPU Growth Ratios
| Growth Correlation 3m | -48.1% |
| Growth Correlation 12m | 83.8% |
| Growth Correlation 5y | 62.5% |
| CAGR 5y | 6.02% |
| CAGR/Mean DD 5y | 0.41 |
| Sharpe Ratio 12m | 0.93 |
| Alpha | 0.04 |
| Beta | 0.80 |
| Volatility | 22.08% |
| Current Volume | 2.7k |
| Average Volume 20d | 10.9k |
What is the price of EPU stocks?
As of December 27, 2024, the stock is trading at USD 40.36 with a total of 2,700 shares traded.
Over the past week, the price has changed by +1.02%, over one month by -2.87%, over three months by -5.57% and over the past year by +23.59%.
As of December 27, 2024, the stock is trading at USD 40.36 with a total of 2,700 shares traded.
Over the past week, the price has changed by +1.02%, over one month by -2.87%, over three months by -5.57% and over the past year by +23.59%.
Is iShares MSCI Peru a good stock to buy?
Partly, yes. Based on ValueRay Analyses, iShares MSCI Peru (NYSE ARCA:EPU) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 44.40 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EPU as of December 2024 is 40.05. This means that EPU is currently overvalued and has a potential downside of -0.77%.
Partly, yes. Based on ValueRay Analyses, iShares MSCI Peru (NYSE ARCA:EPU) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 44.40 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EPU as of December 2024 is 40.05. This means that EPU is currently overvalued and has a potential downside of -0.77%.
Is EPU a buy, sell or hold?
iShares MSCI Peru has no consensus analysts rating.
iShares MSCI Peru has no consensus analysts rating.
What are the forecast for EPU stock price target?
According to ValueRays Forecast Model, EPU iShares MSCI Peru will be worth about 44.3 in December 2025. The stock is currently trading at 40.36. This means that the stock has a potential upside of +9.66%.
According to ValueRays Forecast Model, EPU iShares MSCI Peru will be worth about 44.3 in December 2025. The stock is currently trading at 40.36. This means that the stock has a potential upside of +9.66%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 44.3 | 9.7% |