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

0.01M

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: 2024-09-12 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

+0.22 (+0.22%)

USD 16.05B
VGS:AU Vanguard MSCI International Sh..

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IVV:AU iShares Core S&P 500 AUD

-0.11 (-0.20%)

USD 8.26B
QUAL:AU VanEck Vectors MSCI World ex A..

-0.11 (-0.20%)

USD 6.31B
IOZ:AU Ishares Core S&P/Asx 200

+0.10 (+0.30%)

USD 5.96B
STW:AU SPDR® S&P/ASX 200 Fund

+0.21 (+0.28%)

USD 5.61B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

-0.13 (-0.33%)

USD 4.86B
NDQ:AU Betashares Nasdaq 100

-0.32 (-0.74%)

USD 4.83B
A200:AU BetaShares Australia 200

+0.39 (+0.28%)

USD 4.72B
VTS:AU Vanguard US Total Market Share..

-1.01 (-0.24%)

USD 4.70B

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% 10% F 51% F
Dividend Return 11.40% 99% N/A 99% N/A
Total Return 7.54% 45% F 65% D
Trailing 12 Months  
Capital Gain -0.80% 14% F 56% F
Dividend Return 12.72% 99% N/A 98% N/A
Total Return 11.93% 50% F 68% D+
Trailing 5 Years  
Capital Gain -3.11% 28% F 57% F
Dividend Return 20.52% 87% B+ 66% D+
Total Return 17.41% 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.