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

ETF | Others |

Last Closing

USD 28.75

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

80.00

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)

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Relative Returns (From:    To: 2024-11-16 )

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 16.40% 68% D+ 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.40% 67% D+ 70% C-
Trailing 12 Months  
Capital Gain 24.67% 78% C+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.67% 78% C+ 79% 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 9.49% 78% C+ 77% C+
Dividend Return 9.49% 78% C+ 77% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 10.74% 35% F 55% F
Risk Adjusted Return 88.42% 81% B- 83% B
Market Capitalization 0.01B 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.

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.