USAUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI USA UCITS ETF(USD)A-dis (CHF)

ETF | Others |

Last Closing

USD 457.1

Change

-0.90 (-0.20)%

Market Cap

USD 0.47B

Volume

263.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-13 )

Largest Industry Peers for Others

ETFs Containing USAUSA:SW

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 17.81% 90% A- 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.81% 90% A- 89% A-
Trailing 12 Months  
Capital Gain 28.02% 87% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.02% 87% B+ 87% B+
Trailing 5 Years  
Capital Gain 65.95% 81% B- 84% B
Dividend Return 0.64% 16% F 8% B-
Total Return 66.59% 81% B- 82% B
Average Annual (5 Year Horizon)  
Capital Gain 10.12% 91% A- 89% A-
Dividend Return 10.15% 91% A- 89% A-
Total Return 0.03% 41% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 16.98% 16% F 23% F
Risk Adjusted Return 59.79% 75% C 76% C+
Market Capitalization 0.47B 69% C- 63% D

Annual Financials (CHF)

Quarterly Financials (CHF)

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.