SE15:SW:SW-iShares € Corp Bond 1-5yr UCITS ETF EUR (Dist) (CHF)

ETF | Others |

Last Closing

USD 99.572

Change

0.00 (0.00)%

Market Cap

USD 4.07B

Volume

N/A

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: 2024-08-03 )

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ETFs Containing SE15:SW

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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 0.56% 22% F 26% F
Dividend Return 2.73% 67% D+ 54% F
Total Return 3.29% 37% F 39% F
Trailing 12 Months  
Capital Gain 1.25% 21% F 25% F
Dividend Return 2.75% 68% D+ 54% F
Total Return 4.01% 34% F 37% 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 -3.98% 6% D- 9% A-
Dividend Return -3.94% 6% D- 6% D-
Total Return 0.04% 24% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 6.89% 49% F 31% F
Risk Adjusted Return -57.26% 7% C- 5% F
Market Capitalization 4.07B 90% 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 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.

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.