XGSD:SW:SW-Xtrackers Stoxx Global Select Dividend 100 Swap UCITS ETF 1D CHF (CHF)

ETF | Others |

Last Closing

USD 27.175

Change

+0.46 (+1.72)%

Market Cap

USD 0.66B

Volume

74.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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 XGSD: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 8.16% 45% F 48% F
Dividend Return 4.10% 79% B- 79% B-
Total Return 12.26% 56% F 58% F
Trailing 12 Months  
Capital Gain 8.16% 45% F 48% F
Dividend Return 4.10% 79% B- 79% B-
Total Return 12.26% 56% F 58% F
Trailing 5 Years  
Capital Gain -20.07% 13% F 26% F
Dividend Return 24.88% 100% F 96% N/A
Total Return 4.81% 37% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 1.96% 31% F 34% F
Dividend Return 2.23% 33% F 35% F
Total Return 0.27% 86% B+ 73% C
Risk Return Profile  
Volatility (Standard Deviation) 17.58% 15% F 23% F
Risk Adjusted Return 12.71% 19% F 23% F
Market Capitalization 0.66B 63% D 59% 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:
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.

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.