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

ETF | Others |

Last Closing

USD 37.165

Change

-0.29 (-0.77)%

Market Cap

USD 124,758.52B

Volume

9.55K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-22 )

Largest Industry Peers for Others

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

+0.12 (+0.94%)

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

+0.13 (+0.60%)

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

+0.13 (+0.46%)

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..

+52.00 (+0.95%)

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

+18.40 (+1.09%)

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

+15.00 (+0.64%)

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

+0.61 (+0.79%)

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

+0.90 (+0.78%)

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 2.16% 51% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.16% 51% F 49% F
Trailing 12 Months  
Capital Gain 15.35% 61% D- 62% D
Dividend Return 1.55% 25% F 24% F
Total Return 16.90% 65% D 65% D
Trailing 5 Years  
Capital Gain 2.68% 41% F 49% F
Dividend Return 6.85% 39% F 31% F
Total Return 9.53% 43% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 0.82% 21% F 25% F
Dividend Return 0.88% 21% F 25% F
Total Return 0.06% 15% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 10.76% 38% F 45% F
Risk Adjusted Return 8.15% 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.