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

ETF | Others |

Last Closing

USD 144.28

Change

-0.18 (-0.12)%

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: 2024-06-28 )

Largest Industry Peers for Others

ETFs Containing CHSPI:SW

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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 6.61% 45% F 48% F
Dividend Return 2.39% 63% D 47% F
Total Return 9.00% 55% F 57% F
Trailing 12 Months  
Capital Gain 3.95% 31% F 35% F
Dividend Return 2.33% 71% C- 50% F
Total Return 6.28% 40% F 43% F
Trailing 5 Years  
Capital Gain 15.17% 41% F 54% F
Dividend Return 3.18% 88% B+ 51% F
Total Return 18.34% 45% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 2.57% 52% F 52% F
Dividend Return 2.72% 53% F 53% F
Total Return 0.15% 6% D- 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 11.07% 28% F 36% F
Risk Adjusted Return 24.55% 35% F 39% 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.