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

ETF | Others |

Last Closing

USD 2.61

Change

+0.02 (+0.77)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

-0.13 (-0.13%)

USD 15.34B
IVV:AU iShares Core S&P 500 AUD

+0.06 (+0.11%)

USD 8.05B
VGS:AU Vanguard MSCI International Sh..

-0.12 (-0.10%)

USD 7.51B
QUAL:AU VanEck Vectors MSCI World ex A..

-0.17 (-0.30%)

USD 5.81B
IOZ:AU Ishares Core S&P/Asx 200

-0.05 (-0.16%)

USD 5.47B
STW:AU SPDR® S&P/ASX 200 Fund

-0.61 (-0.87%)

USD 5.17B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

-0.10 (-0.24%)

USD 4.86B
A200:AU BetaShares Australia 200

-0.21 (-0.16%)

USD 4.72B
NDQ:AU Betashares Nasdaq 100

+0.01 (+0.02%)

USD 4.58B
VTS:AU Vanguard US Total Market Share..

+0.42 (+0.10%)

USD 3.95B

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 0.77% 32% F 60% D-
Dividend Return 1.85% 68% D+ 48% F
Total Return 2.63% 35% F 61% D-
Trailing 12 Months  
Capital Gain 3.57% 30% F 61% D-
Dividend Return 3.86% 63% D 44% F
Total Return 7.43% 36% F 62% D
Trailing 5 Years  
Capital Gain 0.38% 40% F 58% F
Dividend Return 13.62% 67% D+ 43% F
Total Return 14.01% 41% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 2.27% 55% F 50% F
Dividend Return 4.18% 57% F 50% F
Total Return 1.91% 60% D- 38% F
Risk Return Profile  
Volatility (Standard Deviation) 11.27% 45% F 89% A-
Risk Adjusted Return 37.07% 59% D- 72% C
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:
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.