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

ETF | Others |

Last Closing

USD 132.14

Change

0.00 (0.00)%

Market Cap

USD 4.48B

Volume

1.42K

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 )

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 8.58% 63% D 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.58% 63% D 64% D
Trailing 12 Months  
Capital Gain 10.95% 63% D 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.95% 62% D 64% D
Trailing 5 Years  
Capital Gain 45.21% 73% C 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.21% 73% C 75% C
Average Annual (5 Year Horizon)  
Capital Gain 8.93% 84% B 82% B
Dividend Return 8.93% 84% B 92% A
Total Return N/A 39% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 17.29% 14% F 57% F
Risk Adjusted Return 51.65% 47% F 72% C
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.