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

ETF | Others |

Last Closing

USD 133.24

Change

0.00 (0.00)%

Market Cap

USD 4.57B

Volume

248.00

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: 2024-09-08 )

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 9.48% 64% D 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.48% 63% D 64% D
Trailing 12 Months  
Capital Gain 10.57% 52% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.57% 52% F 55% F
Trailing 5 Years  
Capital Gain 39.26% 70% C- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.26% 70% C- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.11% 83% B 81% B-
Dividend Return 9.11% 83% B 81% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 17.33% 14% F 21% F
Risk Adjusted Return 52.55% 46% F 51% F
Market Capitalization 4.57B 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.

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.