ducovest

SPMCHA:SW:SW-UBS ETF (CH) – SPI® Mid (CHF) A-dis (CHF)

ETF | Others |

Last Closing

USD 119.18

Change

+0.64 (+0.54)%

Market Cap

USD 130,595.12B

Volume

4.34K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CHF

Country : Switzerland

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-13 )

Largest Industry Peers for Others

ETFs Containing SPMCHA: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 8.05% 83% B 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.05% 82% B 79% B-
Trailing 12 Months  
Capital Gain 5.75% 33% F 36% F
Dividend Return 2.11% 43% F 41% F
Total Return 7.86% 38% F 40% F
Trailing 5 Years  
Capital Gain 3.89% 39% F 48% F
Dividend Return 9.38% 59% D- 47% F
Total Return 13.27% 43% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 3.72% 41% F 44% F
Dividend Return 3.83% 42% F 43% F
Total Return 0.11% 28% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 17.73% 15% F 23% F
Risk Adjusted Return 21.61% 21% F 26% F
Market Capitalization 130,595.12B 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.