CHSPI:SW:SW-iShares Core SPI® ETF (CH) (CHF)

ETF | Others |

Last Closing

USD 147.2

Change

+0.20 (+0.14)%

Market Cap

USD 3.38B

Volume

0.03M

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 CHSPI: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 8.76% 50% F 53% F
Dividend Return 3.06% 76% C+ 61% D-
Total Return 11.82% 65% D 65% D
Trailing 12 Months  
Capital Gain 7.19% 43% F 46% F
Dividend Return 3.01% 76% C+ 62% D
Total Return 10.21% 52% F 54% F
Trailing 5 Years  
Capital Gain 19.04% 46% F 55% F
Dividend Return 3.35% 89% A- 46% F
Total Return 22.38% 51% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 2.65% 50% F 50% F
Dividend Return 2.84% 51% F 51% F
Total Return 0.19% 16% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 11.11% 28% F 36% F
Risk Adjusted Return 25.60% 31% F 34% F
Market Capitalization 3.38B 88% B+ 84% 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.