WSRUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI World Socially Responsible UCITS ETF(USD)A-dis CHF (CHF)

ETF | Others |

Last Closing

USD 142.94

Change

+0.84 (+0.59)%

Market Cap

USD 4.48B

Volume

546.00

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 WSRUSA: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 17.45% 85% B 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.45% 85% B 84% B
Trailing 12 Months  
Capital Gain 19.12% 81% B- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.12% 81% B- 81% B-
Trailing 5 Years  
Capital Gain 52.29% 75% C 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 52.29% 75% C 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.86% 84% B 83% B
Dividend Return 8.86% 84% B 82% B
Total Return 0.00% 39% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 17.29% 14% F 22% F
Risk Adjusted Return 51.27% 47% F 52% F
Market Capitalization 4.48B 91% A- 87% 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.