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

ETF | Others |

Last Closing

USD 17.202

Change

+0.10 (+0.61)%

Market Cap

USD 0.77B

Volume

250.00

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: 2024-09-26 )

Largest Industry Peers for Others

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

-0.02 (-0.12%)

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

+0.07 (+0.33%)

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

+0.15 (+0.55%)

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..

+90.00 (+1.12%)

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

-9.00 (-0.17%)

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

+2.60 (+0.15%)

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

+0.50 (+0.02%)

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

+0.49 (+0.64%)

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

+1.66 (+1.45%)

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 8.20% 44% F 47% F
Dividend Return 6.07% 97% N/A 89% A-
Total Return 14.28% 67% D+ 67% D+
Trailing 12 Months  
Capital Gain 9.57% 36% F 39% F
Dividend Return 6.15% 92% A 92% A
Total Return 15.72% 52% F 54% F
Trailing 5 Years  
Capital Gain -25.14% 7% C- 19% F
Dividend Return 4.20% 84% B 45% F
Total Return -20.94% 10% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain -1.44% 10% F 13% F
Dividend Return -1.15% 11% F 15% F
Total Return 0.29% 76% C+ 40% F
Risk Return Profile  
Volatility (Standard Deviation) 22.32% 7% C- 13% F
Risk Adjusted Return -5.14% 16% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.