IDVY:SW:SW-iShares Euro Dividend UCITS ETF EUR (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 18.788

Change

0.00 (0.00)%

Market Cap

USD 0.79B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-05-25 )

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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 18.18% 86% B+ 85% B
Dividend Return 0.35% 20% F 10% F
Total Return 18.53% 86% B+ 86% B+
Trailing 12 Months  
Capital Gain 12.92% 52% F 55% F
Dividend Return 0.34% 27% F 11% F
Total Return 13.26% 53% F 56% F
Trailing 5 Years  
Capital Gain -21.59% 8% B- 20% F
Dividend Return 3.67% 90% A- 56% F
Total Return -17.92% 11% F 22% F
Average Annual (5 Year Horizon)  
Capital Gain -3.88% 7% C- 10% F
Dividend Return -3.83% 7% C- 10% F
Total Return N/A 18% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 23.02% 7% C- 13% F
Risk Adjusted Return -16.63% 20% F 21% F
Market Capitalization 0.79B 73% C 69% C-

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:

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.

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.