SW2CHA:SW:SW-UBS(Lux)Fund Solutions – MSCI Switzerland 20/35 UCITS ETF(CHF)A-dis (CHF)

ETF | Others |

Last Closing

USD 22.765

Change

+0.14 (+0.60)%

Market Cap

USD 0.44B

Volume

3.36K

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 SW2CHA: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 9.50% 55% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.50% 54% F 56% F
Trailing 12 Months  
Capital Gain 8.15% 41% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.15% 41% F 44% F
Trailing 5 Years  
Capital Gain 17.01% 47% F 56% F
Dividend Return 1.61% 58% F 28% F
Total Return 18.62% 47% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 2.78% 54% F 53% F
Dividend Return 2.81% 54% F 53% F
Total Return N/A 35% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 10.80% 29% F 36% F
Risk Adjusted Return 26.00% 36% F 39% F
Market Capitalization 0.44B 61% D- 56% F

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:
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.