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

ETF | Others |

Last Closing

USD 17.122

Change

-0.03 (-0.20)%

Market Cap

USD 0.77B

Volume

1.16K

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: 2024-09-20 )

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..

-0.13 (-0.63%)

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

-0.50 (-1.85%)

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..

+86.00 (+1.10%)

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

+38.00 (+0.73%)

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

+24.40 (+1.50%)

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

+31.50 (+1.51%)

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

-0.76 (-0.99%)

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

-1.64 (-1.43%)

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 7.70% 47% F 50% F
Dividend Return 6.07% 97% N/A 83% B
Total Return 13.77% 71% C- 72% C
Trailing 12 Months  
Capital Gain 5.13% 28% F 32% F
Dividend Return 5.93% 92% A 90% A-
Total Return 11.06% 47% F 50% F
Trailing 5 Years  
Capital Gain -26.72% 9% A- 20% F
Dividend Return 4.13% 81% B- 43% F
Total Return -22.59% 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.