IDVY:SW:SW-iShares Euro Dividend UCITS ETF EUR (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 16.998

Change

+0.10 (+0.59)%

Market Cap

USD 0.77B

Volume

84.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
CHDIV:SW UBS ETF (CH) - MSCI Switzerlan..

-0.12 (-0.88%)

USD 1,244,681.59B
SWICHA:SW UBS ETF (CH) – MSCI Switzerl..

-0.08 (-0.36%)

USD 226,274.25B
SWUSAH:SW UBS ETF (CH) – MSCI Switzerl..

-0.29 (-1.05%)

USD 226,274.21B
SWEUAH:SW UBS ETF (CH) – MSCI Switzerl..

N/A

USD 226,274.20B
RGLDS:SW Raiffeisen ETF Solid Gold A US..

N/A

USD 134,034.93B
RGLDSH:SW Raiffeisen ETF Solid Gold H CH..

-19.00 (-0.36%)

USD 134,034.91B
RGLDOH:SW Raiffeisen ETF Solid Gold Ounc..

+0.20 (+0.01%)

USD 134,034.86B
RGLDO:SW Raiffeisen ETF Solid Gold Ounc..

-18.00 (-0.87%)

USD 134,034.85B
SPICHA:SW UBS ETF (CH) – SPI® (CHF) A..

-0.40 (-0.52%)

USD 131,872.43B
SPMCHA:SW UBS ETF (CH) – SPI® Mid (CH..

-0.40 (-0.35%)

USD 130,595.12B

ETFs Containing IDVY: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 6.92% 47% F 50% F
Dividend Return 6.07% 97% N/A 96% N/A
Total Return 12.99% 72% C 72% C
Trailing 12 Months  
Capital Gain 4.18% 27% F 32% F
Dividend Return 5.92% 92% A 92% A
Total Return 10.10% 49% F 52% F
Trailing 5 Years  
Capital Gain -27.25% 8% B- 20% F
Dividend Return 4.13% 81% B- 43% F
Total Return -23.12% 12% F 22% F
Average Annual (5 Year Horizon)  
Capital Gain -1.59% 10% F 13% F
Dividend Return -1.32% 11% F 14% F
Total Return 0.26% 73% C 42% F
Risk Return Profile  
Volatility (Standard Deviation) 22.37% 7% C- 13% F
Risk Adjusted Return -5.92% 17% F 19% F
Market Capitalization 0.77B 66% D+ 62% D

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:

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.

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.

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.