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

ETF | Others |

Last Closing

USD 16.412

Change

0.00 (0.00)%

Market Cap

USD 0.75B

Volume

N/A

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: 2024-11-16 )

Largest Industry Peers for Others

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 3.23% 28% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.23% 28% F 33% F
Trailing 12 Months  
Capital Gain 4.79% 27% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.79% 27% F 33% F
Trailing 5 Years  
Capital Gain -33.16% 6% D- 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -33.16% 6% D- 25% F
Average Annual (5 Year Horizon)  
Capital Gain 0.06% 16% F 20% F
Dividend Return 0.40% 18% F 22% F
Total Return 0.34% 81% B- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 21.67% 8% B- 11% F
Risk Adjusted Return 1.84% 16% F 20% F
Market Capitalization 0.75B 66% D+ 61% 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.