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

ETF | Others |

Last Closing

USD 2.5

Change

0.00 (0.00)%

Market Cap

N/A

Volume

756.00

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-07-07 )

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 -3.47% 11% F 51% F
Dividend Return 10.71% 100% F 99% N/A
Total Return 7.23% 61% D- 69% C-
Trailing 12 Months  
Capital Gain 0.40% 19% F 57% F
Dividend Return 12.75% 99% N/A 97% N/A
Total Return 13.15% 55% F 69% C-
Trailing 5 Years  
Capital Gain -4.21% 32% F 56% F
Dividend Return 22.36% 92% A 70% C-
Total Return 18.14% 48% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 2.43% 53% F 50% F
Dividend Return 4.36% 57% F 50% F
Total Return 1.93% 63% D 40% F
Risk Return Profile  
Volatility (Standard Deviation) 11.17% 48% F 89% A-
Risk Adjusted Return 38.99% 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.