SWTZ:AU:AU-Switzer Dividend Growth Fund (Managed Fund) (AUD)

ETF | Others |

Last Closing

USD 2.49

Change

0.00 (0.00)%

Market Cap

N/A

Volume

9.09K

Analyst Target

N/A
Analyst Rating

N/A

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: 2025-02-09 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

-0.36 (-0.34%)

USD 17.87B
IVV:AU iShares Core S&P 500 AUD

-0.24 (-0.37%)

USD 11.24B
VGS:AU Vanguard MSCI International Sh..

-0.48 (-0.34%)

USD 10.01B
QUAL:AU VanEck Vectors MSCI World ex A..

-0.31 (-0.52%)

USD 7.10B
IOZ:AU Ishares Core S&P/Asx 200

-0.13 (-0.38%)

USD 6.40B
STW:AU SPDR® S&P/ASX 200 Fund

-0.30 (-0.39%)

USD 5.57B
VTS:AU Vanguard US Total Market Share..

-1.63 (-0.34%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

-0.27 (-0.52%)

USD 5.22B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

-0.33 (-0.75%)

USD 4.86B
A200:AU BetaShares Australia 200

-0.56 (-0.40%)

USD 4.72B

ETFs Containing SWTZ:AU

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 1.63% 43% F 51% F
Dividend Return 0.73% 43% F 39% F
Total Return 2.37% 45% F 53% F
Trailing 12 Months  
Capital Gain -4.60% 6% D- 47% F
Dividend Return 10.86% 98% N/A 97% N/A
Total Return 6.26% 26% F 56% F
Trailing 5 Years  
Capital Gain -5.68% 25% F 55% F
Dividend Return 25.68% 87% B+ 74% C
Total Return 20.00% 39% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 3.86% 47% F 49% F
Dividend Return 6.56% 55% F 50% F
Total Return 2.70% 77% C+ 55% F
Risk Return Profile  
Volatility (Standard Deviation) 10.13% 55% F 90% A-
Risk Adjusted Return 64.75% 56% F 85% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

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:

There is nothing we particularly dislike