ISF:SW:SW-iShares Core FTSE 100 UCITS ETF GBP (Dist) (CHF)

ETF | Others |

Last Closing

USD 8.97

Change

+0.12 (+1.38)%

Market Cap

N/A

Volume

0.03M

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: 2024-12-27 )

Largest Industry Peers for Others

ETFs Containing ISF: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 11.87% 56% F 58% F
Dividend Return 4.15% 82% B 81% B-
Total Return 16.02% 64% D 66% D+
Trailing 12 Months  
Capital Gain 11.87% 56% F 58% F
Dividend Return 4.15% 82% B 81% B-
Total Return 16.02% 64% D 66% D+
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 3.17% 38% F 41% F
Dividend Return 3.38% 40% F 42% F
Total Return 0.22% 78% C+ 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 5.88% 69% C- 72% C
Risk Adjusted Return 57.60% 41% F 47% F
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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.