IDVY:SW:SW-iShares Euro Dividend UCITS ETF EUR (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 16.38

Change

0.00 (0.00)%

Market Cap

USD 0.74B

Volume

1.45K

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: 2024-12-28 )

Largest Industry Peers for Others

ETFs Containing IDVY: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 3.03% 27% F 31% F
Dividend Return 6.46% 98% N/A 98% N/A
Total Return 9.49% 48% F 50% F
Trailing 12 Months  
Capital Gain 3.03% 27% F 31% F
Dividend Return 6.46% 98% N/A 98% N/A
Total Return 9.49% 48% F 50% F
Trailing 5 Years  
Capital Gain -33.55% 6% D- 19% F
Dividend Return 17.69% 92% A 83% B
Total Return -15.86% 16% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain 0.76% 21% F 24% F
Dividend Return 1.27% 25% F 28% F
Total Return 0.51% 96% N/A 82% B
Risk Return Profile  
Volatility (Standard Deviation) 21.34% 8% B- 16% F
Risk Adjusted Return 5.94% 17% F 21% F
Market Capitalization 0.74B 65% D 61% 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.