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

ETF | Others |

Last Closing

USD 21.48

Change

+0.25 (+1.15)%

Market Cap

USD 0.42B

Volume

0.06M

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 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 3.32% 28% F 32% F
Dividend Return 2.00% 34% F 34% F
Total Return 5.32% 33% F 36% F
Trailing 12 Months  
Capital Gain 3.32% 28% F 32% F
Dividend Return 2.00% 34% F 34% F
Total Return 5.32% 33% F 36% F
Trailing 5 Years  
Capital Gain 4.88% 45% F 53% F
Dividend Return 8.64% 51% F 42% F
Total Return 13.52% 50% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 3.58% 41% F 44% F
Dividend Return 3.69% 42% F 44% F
Total Return 0.11% 49% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 10.98% 36% F 43% F
Risk Adjusted Return 33.58% 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.

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.