SWTZ:AU:AU-Switzer Dividend Growth Fund (Managed Fund) (AUD)

ETF | Others |

Last Closing

USD 2.57

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.40K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-01 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

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IVV:AU iShares Core S&P 500 AUD

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QUAL:AU VanEck Vectors MSCI World ex A..

+0.32 (+0.56%)

USD 5.81B
IOZ:AU Ishares Core S&P/Asx 200

+0.13 (+0.42%)

USD 5.47B
STW:AU SPDR® S&P/ASX 200 Fund

+0.34 (+0.49%)

USD 5.11B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.75 (+1.88%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.60 (+0.46%)

USD 4.72B
NDQ:AU Betashares Nasdaq 100

+0.67 (+1.52%)

USD 4.58B
VTS:AU Vanguard US Total Market Share..

+2.45 (+0.61%)

USD 3.95B

ETFs Containing SWTZ:AU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.77% 27% F 54% F
Dividend Return 1.24% 43% F 30% F
Total Return 0.46% 27% F 54% F
Trailing 12 Months  
Capital Gain 0.78% 31% F 60% D-
Dividend Return 3.50% 58% F 42% F
Total Return 4.28% 27% F 60% D-
Trailing 5 Years  
Capital Gain 2.39% 43% F 58% F
Dividend Return 13.47% 63% D 43% F
Total Return 15.86% 45% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 1.53% 46% F 48% F
Dividend Return 3.49% 46% F 48% F
Total Return 1.97% 60% D- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 11.73% 54% F 90% A-
Risk Adjusted Return 29.79% 46% F 66% D+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

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.

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.