GCVC:SW:SW-SPDR Refinitiv Global Convertible Bond CHF Hdg UCITS ETF (Acc) (CHF)

ETF | Others |

Last Closing

USD 34.864

Change

-0.70 (-1.96)%

Market Cap

N/A

Volume

2.25K

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: 2024-08-02 )

Largest Industry Peers for Others

ETFs Containing GCVC: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 -0.09% 18% F 22% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.09% 17% F 21% F
Trailing 12 Months  
Capital Gain 1.91% 24% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.91% 23% F 27% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.25% 45% F 46% F
Dividend Return 2.25% 45% F 23% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 3.11% 78% C+ 42% F
Risk Adjusted Return 72.48% 70% C- 40% F
Market Capitalization N/A N/A N/A N/A N/A

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.