FXC:SW:SW-iShares China Large Cap UCITS (USD)

ETF | Others |

Last Closing

USD 86.52

Change

-0.78 (-0.89)%

Market Cap

USD 0.58B

Volume

3.79K

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: 2025-01-03 )

Largest Industry Peers for Others

ETFs Containing FXC: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 -0.89% 9% A- 10% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.89% 9% A- 10% F
Trailing 12 Months  
Capital Gain 27.99% 87% B+ 87% B+
Dividend Return 3.08% 62% D 61% D-
Total Return 31.07% 90% A- 90% A-
Trailing 5 Years  
Capital Gain -31.34% 8% B- 20% F
Dividend Return 8.60% 50% F 41% F
Total Return -22.74% 11% F 20% F
Average Annual (5 Year Horizon)  
Capital Gain -8.63% 2% F 5% F
Dividend Return -8.48% 2% F 4% F
Total Return 0.15% 57% F 54% F
Risk Return Profile  
Volatility (Standard Deviation) 19.24% 12% F 19% F
Risk Adjusted Return -44.08% 6% D- 8% B-
Market Capitalization 0.58B 60% D- 56% F

Annual Financials (USD)

Quarterly Financials (USD)

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.

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.