SWTZ:AU:AU-Switzer Dividend Growth Fund (Managed Fund) (AUD)

ETF | Others |

Last Closing

USD 2.49

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.02M

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: 2024-09-08 )

Largest Industry Peers for Others

ETFs Containing SWTZ:AU

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 -3.86% 11% F 52% F
Dividend Return 11.40% 99% N/A 99% N/A
Total Return 7.54% 48% F 66% D+
Trailing 12 Months  
Capital Gain -1.19% 14% F 57% F
Dividend Return 12.67% 99% N/A 98% N/A
Total Return 11.48% 51% F 69% C-
Trailing 5 Years  
Capital Gain -2.35% 30% F 58% F
Dividend Return 20.68% 87% B+ 67% D+
Total Return 18.33% 43% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 2.83% 51% F 50% F
Dividend Return 5.13% 57% F 50% F
Total Return 2.30% 68% D+ 46% F
Risk Return Profile  
Volatility (Standard Deviation) 10.80% 51% F 90% A-
Risk Adjusted Return 47.49% 48% F 78% C+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

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:

There is nothing we particularly like

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.