IUSC:SW:SW-iShares S&P 500 CHF Hedged UCITS ETF (Acc) (CHF)

ETF | Others |

Last Closing

USD 83.67

Change

-0.09 (-0.11)%

Market Cap

USD 0.49B

Volume

4.36K

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: 2024-05-23 )

Largest Industry Peers for Others

ETFs Containing IUSC: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 10.47% 57% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.47% 57% F 58% F
Trailing 12 Months  
Capital Gain 23.88% 78% C+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.88% 78% C+ 79% B-
Trailing 5 Years  
Capital Gain 71.40% 84% B 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 71.40% 83% B 84% B
Average Annual (5 Year Horizon)  
Capital Gain 11.37% 93% A 91% A-
Dividend Return 11.37% 93% A 91% A-
Total Return N/A 22% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 17.84% 14% F 21% F
Risk Adjusted Return 63.73% 93% A 93% A
Market Capitalization 0.49B 65% D 60% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.