CSSMIM:SW:SW-iShares SMIM® ETF (CH) (CHF)

ETF | Others |

Last Closing

USD 279.25

Change

+2.10 (+0.76)%

Market Cap

USD 1.05B

Volume

5.35K

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: 2024-07-04 )

Largest Industry Peers for Others

ETFs Containing CSSMIM: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 3.37% 32% F 35% F
Dividend Return 1.57% 40% F 30% F
Total Return 4.94% 38% F 40% F
Trailing 12 Months  
Capital Gain 1.01% 15% F 19% F
Dividend Return 1.53% 55% F 31% F
Total Return 2.55% 20% F 25% F
Trailing 5 Years  
Capital Gain 2.67% 34% F 45% F
Dividend Return 2.61% 81% B- 45% F
Total Return 5.28% 36% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 1.94% 46% F 46% F
Dividend Return 2.02% 47% F 47% F
Total Return N/A 11% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 18.63% 12% F 19% F
Risk Adjusted Return 10.85% 30% F 32% F
Market Capitalization 1.05B 77% C+ 73% C

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.