WSRUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI World Socially Responsible UCITS ETF(USD)A-dis CHF (CHF)

ETF | Others |

Last Closing

USD 148.78

Change

0.00 (0.00)%

Market Cap

USD 4.77B

Volume

981.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Others

ETFs Containing WSRUSA: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 22.25% 81% B- 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.25% 81% B- 82% B
Trailing 12 Months  
Capital Gain 23.98% 77% C+ 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.98% 76% C+ 78% C+
Trailing 5 Years  
Capital Gain 45.69% 72% C 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.69% 72% C 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 10.02% 79% B- 79% B-
Dividend Return 10.02% 79% B- 79% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 17.55% 15% F 46% F
Risk Adjusted Return 57.12% 44% F 49% F
Market Capitalization 4.77B 91% A- 87% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.