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

ETF | Others |

Last Closing

USD 36.87

Change

+0.07 (+0.19)%

Market Cap

USD 124,758.52B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-15 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
CHDIV:SW UBS ETF (CH) - MSCI Switzerlan..

+0.08 (+0.64%)

USD 1,244,681.59B
SWICHA:SW UBS ETF (CH) – MSCI Switzerl..

+0.10 (+0.49%)

USD 226,274.25B
SWUSAH:SW UBS ETF (CH) – MSCI Switzerl..

-0.09 (-0.32%)

USD 226,274.21B
SWEUAH:SW UBS ETF (CH) – MSCI Switzerl..

N/A

USD 226,274.20B
RGLDS:SW Raiffeisen ETF Solid Gold A US..

N/A

USD 134,034.93B
RGLDSH:SW Raiffeisen ETF Solid Gold H CH..

+26.00 (+0.49%)

USD 134,034.91B
RGLDOH:SW Raiffeisen ETF Solid Gold Ounc..

+12.40 (+0.75%)

USD 134,034.86B
RGLDO:SW Raiffeisen ETF Solid Gold Ounc..

-1.00 (-0.04%)

USD 134,034.85B
SPICHA:SW UBS ETF (CH) – SPI® (CHF) A..

+0.45 (+0.60%)

USD 131,872.43B
SPMCHA:SW UBS ETF (CH) – SPI® Mid (CH..

+0.62 (+0.55%)

USD 130,595.12B

ETFs Containing SRFCHA: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 1.35% 69% C- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.35% 69% C- 66% D+
Trailing 12 Months  
Capital Gain 14.79% 62% D 63% D
Dividend Return 1.56% 26% F 24% F
Total Return 16.34% 65% D 66% D+
Trailing 5 Years  
Capital Gain 3.21% 41% F 51% F
Dividend Return 6.94% 40% F 33% F
Total Return 10.15% 46% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 0.73% 20% F 24% F
Dividend Return 0.79% 20% F 24% F
Total Return 0.05% 13% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 10.71% 39% F 45% F
Risk Adjusted Return 7.33% 17% F 21% F
Market Capitalization 124,758.52B 99% N/A 99% 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.