SW2CHA:SW:SW-UBS(Lux)Fund Solutions – MSCI Switzerland 20/35 UCITS ETF(CHF)A-dis (CHF)

ETF | Others |

Last Closing

USD 22.72

Change

0.00 (0.00)%

Market Cap

USD 0.45B

Volume

8.85K

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 Switzerland 20/35 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: 2024-10-20 )

Largest Industry Peers for Others

ETFs Containing SW2CHA: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 9.28% 45% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.28% 45% F 49% F
Trailing 12 Months  
Capital Gain 16.93% 43% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.93% 43% F 47% F
Trailing 5 Years  
Capital Gain 18.67% 50% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.67% 50% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 3.15% 44% F 46% F
Dividend Return 3.21% 44% F 46% F
Total Return 0.06% 33% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 10.94% 32% F 39% F
Risk Adjusted Return 29.37% 27% F 32% F
Market Capitalization 0.45B 56% F 52% 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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.