IBCX:SW:SW-iShares € Corp Bond Large Cap UCITS ETF EUR (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 117.09

Change

-0.14 (-0.12)%

Market Cap

USD 2.51B

Volume

8.00

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 IBCX: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 1.81% 28% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.81% 27% F 24% F
Trailing 12 Months  
Capital Gain 0.79% 18% F 22% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.79% 18% F 22% F
Trailing 5 Years  
Capital Gain -24.21% 8% B- 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -24.21% 7% C- 19% F
Average Annual (5 Year Horizon)  
Capital Gain -5.70% 4% F 7% C-
Dividend Return -5.70% 4% F 7% C-
Total Return N/A 20% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 8.83% 40% F 46% F
Risk Adjusted Return -64.53% 5% F 5% F
Market Capitalization 2.51B 88% B+ 84% 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 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.