F1ESG:SW:SW-UBS(Lux)Fund Solutions – SBI® Foreign AAA-BBB 1-5 ESG UCITS ETF(CHF)A-dis (CHF)

ETF | Others |

Last Closing

USD 11.715

Change

+0.02 (+0.15)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-12-27 )

Largest Industry Peers for Others

ETFs Containing F1ESG: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 2.76% 26% F 30% F
Dividend Return 1.40% 17% F 17% F
Total Return 4.16% 28% F 32% F
Trailing 12 Months  
Capital Gain 2.76% 26% F 30% F
Dividend Return 1.40% 17% F 17% F
Total Return 4.16% 28% F 32% 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 1.31% 26% F 30% F
Dividend Return 1.39% 26% F 29% F
Total Return 0.08% 37% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 1.49% 97% N/A 97% N/A
Risk Adjusted Return 93.26% 82% B 84% 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.