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

ETF | Others |

Last Closing

USD 2.47

Change

0.00 (0.00)%

Market Cap

N/A

Volume

8.88K

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: 2025-02-19 )

Largest Industry Peers for Others

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

-1.13 (-1.09%)

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

-0.08 (-0.12%)

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

-0.52 (-0.36%)

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

+0.01 (+0.02%)

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

-0.38 (-1.12%)

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

-0.91 (-1.20%)

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

-1.26 (-0.26%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

-0.18 (-0.35%)

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

-0.17 (-0.38%)

USD 4.86B
A200:AU BetaShares Australia 200

-1.52 (-1.09%)

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 0.82% 37% F 47% F
Dividend Return 0.73% 42% F 35% F
Total Return 1.55% 38% F 48% F
Trailing 12 Months  
Capital Gain -4.63% 7% C- 45% F
Dividend Return 10.94% 98% N/A 98% N/A
Total Return 6.31% 28% F 55% F
Trailing 5 Years  
Capital Gain -8.18% 24% F 54% F
Dividend Return 25.21% 86% B+ 74% C
Total Return 17.03% 36% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.88% 48% F 49% F
Dividend Return 6.63% 56% F 50% F
Total Return 2.75% 77% C+ 55% F
Risk Return Profile  
Volatility (Standard Deviation) 10.09% 55% F 90% A-
Risk Adjusted Return 65.68% 56% F 86% 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