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

ETF | Others |

Last Closing

USD 2.63

Change

-0.01 (-0.38)%

Market Cap

N/A

Volume

0.08M

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: 2024-05-22 )

Largest Industry Peers for Others

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 1.54% 28% F 55% F
Dividend Return 1.54% 59% D- 41% F
Total Return 3.09% 29% F 55% F
Trailing 12 Months  
Capital Gain 2.33% 26% F 58% F
Dividend Return 3.78% 63% D 44% F
Total Return 6.12% 30% F 59% D-
Trailing 5 Years  
Capital Gain 2.73% 41% F 58% F
Dividend Return 13.52% 63% D 43% F
Total Return 16.26% 40% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 1.83% 50% F 49% F
Dividend Return 3.77% 50% F 49% F
Total Return 1.94% 60% D- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 11.51% 51% F 90% A-
Risk Adjusted Return 32.79% 51% F 68% 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:
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.