SRFCHA:SW:SW-UBS ETF (CH) – SXI Real Estate® (CHF) A-dis (CHF)

ETF | Others |

Last Closing

USD 36.305

Change

0.00 (0.00)%

Market Cap

USD 124,758.52B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Others

ETFs Containing SRFCHA: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 12.85% 60% D- 62% D
Dividend Return 1.55% 24% F 23% F
Total Return 14.41% 62% D 64% D
Trailing 12 Months  
Capital Gain 12.85% 60% D- 61% D-
Dividend Return 1.55% 24% F 23% F
Total Return 14.41% 62% D 64% D
Trailing 5 Years  
Capital Gain 4.09% 46% F 54% F
Dividend Return 7.11% 41% F 33% F
Total Return 11.20% 47% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 0.52% 19% F 23% F
Dividend Return 0.55% 19% F 23% F
Total Return 0.03% 11% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 10.56% 39% F 45% F
Risk Adjusted Return 5.23% 17% F 21% F
Market Capitalization 124,758.52B 99% N/A 99% 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:
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.

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.

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.