USSRS:SW:SW-UBS(Lux)Fund Solutions – MSCI USA Socially Responsible UCITS ETF(hedged CHF)A-acc (CHF)

ETF | Others |

Last Closing

USD 28.19

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

1.82K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The sub-fund aims to track, before expenses, the price and income performance of the MSCI USA SRI Low Carbon Select 5% Issuer Capped Index (Net Return) (this sub-fund's Index). Additionally currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the index currency by selling currency forwards at the one-month forward rate in accordance with the hedging methodology of the Index's currency-hedged index variant as referred to in relation to each hedged share class below.

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

ETFs Containing USSRS: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 14.13% 65% D 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.13% 65% D 67% D+
Trailing 12 Months  
Capital Gain 25.74% 80% B- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.74% 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 8.17% N/A N/A 77% C+
Dividend Return 8.17% N/A N/A 76% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 9.83% N/A N/A 43% F
Risk Adjusted Return 83.04% N/A N/A 84% B
Market Capitalization 0.02B 9% A- 8% B-

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.