SRECHA:SW:SW-UBS ETF (CH) – SXI Real Estate® Funds (CHF) A-dis (CHF)

ETF | Others |

Last Closing

USD 10

Change

-0.12 (-1.21)%

Market Cap

USD 105,994.40B

Volume

0.07M

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: 2024-12-30 )

Largest Industry Peers for Others

ETFs Containing SRECHA: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 14.86% 64% D 66% D+
Dividend Return 1.95% 33% F 33% F
Total Return 16.82% 67% D+ 68% D+
Trailing 12 Months  
Capital Gain 14.86% 64% D 66% D+
Dividend Return 1.95% 33% F 33% F
Total Return 16.82% 67% D+ 68% D+
Trailing 5 Years  
Capital Gain -84.34% N/A F 3% F
Dividend Return 1.09% 10% F 4% F
Total Return -83.25% N/A F 3% F
Average Annual (5 Year Horizon)  
Capital Gain -20.51% N/A F 1% F
Dividend Return -20.46% N/A F 1% F
Total Return 0.05% 13% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 38.89% 3% F 6% D-
Risk Adjusted Return -52.61% 5% F 6% D-
Market Capitalization 105,994.40B 98% N/A 98% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.