CHDVD:SW:SW-iShares Swiss Dividend ETF (CH) (CHF)

ETF | Others |

Last Closing

USD 163.78

Change

+0.42 (+0.26)%

Market Cap

USD 2.78B

Volume

8.81K

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: 2024-07-31 )

Largest Industry Peers for Others

ETFs Containing CHDVD: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 9.04% 52% F 54% F
Dividend Return 3.48% 82% B 68% D+
Total Return 12.52% 68% D+ 68% D+
Trailing 12 Months  
Capital Gain 10.42% 53% F 56% F
Dividend Return 3.52% 84% B 67% D+
Total Return 13.94% 65% D 66% D+
Trailing 5 Years  
Capital Gain 37.61% 63% D 68% D+
Dividend Return 4.39% 95% A 49% F
Total Return 41.99% 66% D+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 5.58% 70% C- 69% C-
Dividend Return 5.83% 70% C- 69% C-
Total Return N/A 5% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 12.74% 23% F 30% F
Risk Adjusted Return 45.79% 44% F 49% F
Market Capitalization 2.78B 86% B+ 82% B

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 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.