ERND:SW:SW-iShares $ Ultrashort Bond UCITS ETF USD (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 88.784

Change

0.00 (0.00)%

Market Cap

USD 0.77B

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: 2024-06-15 )

Largest Industry Peers for Others

ETFs Containing ERND: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 5.66% 45% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.66% 44% F 47% F
Trailing 12 Months  
Capital Gain 0.04% 19% F 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.04% 19% F 23% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -0.81% 15% F 18% F
Dividend Return -0.81% 15% F 18% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.48% 82% B 84% B
Risk Adjusted Return -32.78% 14% F 15% F
Market Capitalization 0.77B 72% C 68% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.