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

ETF | Others |

Last Closing

USD 16.4

Change

-0.78 (-4.56)%

Market Cap

USD 0.79B

Volume

990.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-14 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
CHSRIA:SW UBS ETF (CH) MSCI Switzerland ..

-0.20 (-0.99%)

USD 492,935.36B
XLDX:SW Xtrackers LevDAX Daily Swap UC..

-2.10 (-1.26%)

USD 411,075.38B
CHSRI:SW UBS ETF (CH) - MSCI Switzerlan..

-0.11 (-0.63%)

USD 368,190.74B
XNIF:SW Xtrackers Nifty 50 Swap UCITS ..

+1.70 (+0.70%)

USD 292,109.69B
SWICHA:SW UBS ETF (CH) – MSCI Switzerl..

-0.17 (-0.77%)

USD 226,274.25B
SWUSAH:SW UBS ETF (CH) – MSCI Switzerl..

-0.13 (-0.47%)

USD 226,274.21B
SWEUAH:SW UBS ETF (CH) – MSCI Switzerl..

N/A

USD 226,274.20B
RGLDS:SW Raiffeisen ETF Solid Gold A US..

+177.00 (+2.52%)

USD 134,034.93B
RGLDSH:SW Raiffeisen ETF Solid Gold H CH..

-48.50 (-1.01%)

USD 134,034.91B
RGLDOH:SW Raiffeisen ETF Solid Gold Ounc..

-23.20 (-1.54%)

USD 134,034.86B

ETFs Containing IDVY: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 3.16% 34% F 37% F
Dividend Return 4.24% 98% N/A 81% B-
Total Return 7.40% 51% F 53% F
Trailing 12 Months  
Capital Gain -1.38% 15% F 20% F
Dividend Return 4.05% 94% A 74% C
Total Return 2.67% 32% F 35% F
Trailing 5 Years  
Capital Gain -29.05% 6% D- 18% F
Dividend Return 2.91% 83% B 48% F
Total Return -26.14% 7% C- 18% F
Average Annual (5 Year Horizon)  
Capital Gain -3.37% 8% B- 11% F
Dividend Return -3.35% 8% B- 10% F
Total Return N/A 22% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 22.93% 7% C- 13% F
Risk Adjusted Return -14.60% 19% F 20% 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.