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

ETF | Others |

Last Closing

USD 2.6

Change

-0.02 (-0.76)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-06-27 )

Largest Industry Peers for Others

ETFs Containing SWTZ:AU

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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 0.39% 30% F 60% D-
Dividend Return 1.85% 64% D 44% F
Total Return 2.24% 31% F 60% D-
Trailing 12 Months  
Capital Gain 1.56% 30% F 60% D-
Dividend Return 3.80% 62% D 44% F
Total Return 5.36% 31% F 60% D-
Trailing 5 Years  
Capital Gain 0.39% 39% F 58% F
Dividend Return 13.68% 68% D+ 44% F
Total Return 14.06% 41% F 58% 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.