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

ETF | Others |

Last Closing

USD 2.62

Change

+0.02 (+0.77)%

Market Cap

N/A

Volume

0.04M

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: 2024-06-28 )

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 1.16% 34% F 61% D-
Dividend Return 1.85% 58% F 42% F
Total Return 3.01% 34% F 61% D-
Trailing 12 Months  
Capital Gain 2.75% 31% F 61% D-
Dividend Return 3.81% 60% D- 45% F
Total Return 6.56% 35% F 61% D-
Trailing 5 Years  
Capital Gain 1.16% 40% F 58% F
Dividend Return 13.68% 67% D+ 44% F
Total Return 14.83% 41% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 2.36% 54% F 51% F
Dividend Return 4.26% 57% F 50% F
Total Return 1.91% 60% D- 38% F
Risk Return Profile  
Volatility (Standard Deviation) 11.22% 46% F 89% A-
Risk Adjusted Return 38.01% 59% D- 73% 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.