IUKD:SW:SW-iShares UK Dividend UCITS ETF GBP (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 8.318

Change

+0.09 (+1.11)%

Market Cap

USD 0.83B

Volume

N/A

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 IUKD: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 11.28% 55% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.28% 53% F 55% F
Trailing 12 Months  
Capital Gain 11.28% 55% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.28% 53% F 55% F
Trailing 5 Years  
Capital Gain -21.60% 11% F 25% F
Dividend Return 0.51% 5% F 2% F
Total Return -21.10% 10% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain 4.83% 50% F 52% F
Dividend Return 4.83% 50% F 51% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 20.78% 9% A- 17% F
Risk Adjusted Return 23.25% 22% F 28% F
Market Capitalization 0.83B 68% D+ 63% D

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.

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.