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

ETF | Others |

Last Closing

USD 2.41

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.06M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-04 )

Largest Industry Peers for Others

ETFs Containing SWTZ:AU

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 -6.95% 7% C- 48% F
Dividend Return 10.71% 100% F 99% N/A
Total Return 3.76% 44% F 63% D
Trailing 12 Months  
Capital Gain -3.98% 9% A- 54% F
Dividend Return 12.64% 99% N/A 97% N/A
Total Return 8.66% 41% F 65% D
Trailing 5 Years  
Capital Gain -8.37% 29% F 54% F
Dividend Return 22.19% 92% A 70% C-
Total Return 13.82% 43% F 59% D-
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.