ducovest

F5ESG:SW:SW-UBS(Lux)Fund Solutions – SBI® Foreign AAA-BBB 5-10 ESG UCITS ETF(CHF)A-dis (CHF)

ETF | Others |

Last Closing

USD 14.1

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.11M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: CHF

Country : Switzerland

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
CHDIV:SW UBS ETF (CH) - MSCI Switzerlan..

N/A

 USD 1,244,681.59B
SWICHA:SW UBS ETF (CH) – MSCI Switzerl..

N/A

 USD 226,274.25B
SWUSAH:SW UBS ETF (CH) – MSCI Switzerl..

N/A

 USD 226,274.21B
SWEUAH:SW UBS ETF (CH) – MSCI Switzerl..

N/A

 USD 226,274.20B
RGLDS:SW Raiffeisen ETF Solid Gold A US..

N/A

 USD 134,034.93B
RGLDSH:SW Raiffeisen ETF Solid Gold H CH..

N/A

 USD 134,034.91B
RGLDOH:SW Raiffeisen ETF Solid Gold Ounc..

N/A

 USD 134,034.86B
RGLDO:SW Raiffeisen ETF Solid Gold Ounc..

N/A

 USD 134,034.85B
SPICHA:SW UBS ETF (CH) – SPI® (CHF) A..

N/A

 USD 131,872.43B
SPMCHA:SW UBS ETF (CH) – SPI® Mid (CH..

N/A

 USD 130,595.12B

ETFs Containing F5ESG: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 5.35% 37% F 41% F
Dividend Return 1.31% 15% F 15% F
Total Return 6.66% 40% F 42% F
Trailing 12 Months  
Capital Gain 4.77% 35% F 39% F
Dividend Return 1.31% 16% F 15% F
Total Return 6.08% 38% F 41% F
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 2.43% 34% F 37% F
Dividend Return 2.49% 34% F 36% F
Total Return 0.06% 35% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 2.68% 87% B+ 89% A-
Risk Adjusted Return 92.94% 83% B 85% B
Market Capitalization N/A N/A N/A N/A N/A

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.