IUSC:SW:SW-iShares S&P 500 CHF Hedged UCITS ETF (Acc) (CHF)

ETF | Others |

Last Closing

USD 86.25

Change

+0.43 (+0.50)%

Market Cap

USD 0.51B

Volume

8.50K

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 IUSC: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 13.88% 78% C+ 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.88% 78% C+ 78% C+
Trailing 12 Months  
Capital Gain 19.49% 80% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.49% 80% B- 80% B-
Trailing 5 Years  
Capital Gain 71.06% 87% B+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 71.06% 87% B+ 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 11.80% 92% A 90% A-
Dividend Return 11.80% 92% A 90% A-
Total Return N/A 25% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 17.86% 13% F 20% F
Risk Adjusted Return 66.07% 67% D+ 71% C-
Market Capitalization 0.51B 63% D 59% D-

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:

There is nothing we particularly like

What to not like:
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.