ducovest

USSRIC:SW:SW-UBS (Irl) ETF plc - MSCI USA Socially Responsible UCITS ETF (hedged to CHF) A-acc (CHF)

ETF | Others |

Last Closing

USD 16.98

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

1.68K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment policy of the Fund is to seek to track the performance of the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index, (or any other index determined by the Directors from time to time to track substantially the same market as the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index and which is considered by the Directors to be an appropriate index for the Fund to track, in accordance with the Prospectus (the Index)), as closely as possible, while seeking to minimise as far as possible the difference in performance between the Fund and the Index. The Fund seeks to achieve the objective by tracking the Index and, with regard to ESG criteria, giving exposure to US-based companies with high ESG ratings and to exclude the ones with negative social or environmental impact (the Fund Investment Universe)

Company Website : http://www.ubs.com/funds

Currency: CHF

Country : Switzerland

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Others

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

N/A

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

N/A

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

N/A

 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..

N/A

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

N/A

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

N/A

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

N/A

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

N/A

 USD 130,595.12B

ETFs Containing USSRIC: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 13.75% 64% D 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.75% 64% D 66% D+
Trailing 12 Months  
Capital Gain 25.72% 80% B- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.72% 80% B- 81% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 8.22% N/A N/A 77% C+
Dividend Return 8.22% N/A N/A 77% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 9.89% N/A N/A 43% F
Risk Adjusted Return 83.16% N/A N/A 84% B
Market Capitalization 0.02B 11% F 10% F

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.