CHSPI:SW:SW-iShares Core SPI® ETF (CH) (CHF)

ETF | Others |

Last Closing

USD 144.46

Change

+0.12 (+0.08)%

Market Cap

USD 3.23B

Volume

0.04M

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: 2024-06-27 )

Largest Industry Peers for Others

ETFs Containing CHSPI: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 6.74% 47% F 49% F
Dividend Return 2.39% 63% D 47% F
Total Return 9.13% 57% F 58% F
Trailing 12 Months  
Capital Gain 5.29% 35% F 39% F
Dividend Return 2.36% 71% C- 49% F
Total Return 7.65% 43% F 46% F
Trailing 5 Years  
Capital Gain 15.31% 42% F 54% F
Dividend Return 3.18% 88% B+ 51% F
Total Return 18.49% 45% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 2.55% 51% F 51% F
Dividend Return 2.69% 51% F 51% F
Total Return 0.14% 6% D- 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 11.06% 29% F 37% F
Risk Adjusted Return 24.29% 33% F 37% F
Market Capitalization 3.23B 90% A- 87% B+

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 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.