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

ETF | Others |

Last Closing

USD 21.235

Change

0.00 (0.00)%

Market Cap

USD 0.42B

Volume

0.04M

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)

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

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 2.14% 25% F 29% F
Dividend Return 2.00% 34% F 34% F
Total Return 4.14% 29% F 32% F
Trailing 12 Months  
Capital Gain 2.44% 26% F 31% F
Dividend Return 2.00% 35% F 34% F
Total Return 4.44% 31% F 34% F
Trailing 5 Years  
Capital Gain 3.64% 45% F 53% F
Dividend Return 8.64% 51% F 42% F
Total Return 12.27% 48% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 3.55% 42% F 44% F
Dividend Return 3.65% 42% F 44% F
Total Return 0.10% 55% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 10.99% 36% F 43% F
Risk Adjusted Return 33.23% 26% F 32% F
Market Capitalization 0.42B 54% F 50% 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.

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.