PEF:SW:SW-Invesco FTSE RAFI Europe UCITS ETF CHF (CHF)

ETF | Others |

Last Closing

USD 12.674

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

N/A

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: 2025-03-09 )

Largest Industry Peers for Others

ETFs Containing PEF: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 13.77% 95% A 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.77% 95% A 93% A
Trailing 12 Months  
Capital Gain 16.17% 85% B 84% B
Dividend Return 3.24% 70% C- 67% D+
Total Return 19.41% 88% B+ 87% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 5.14% 48% F 50% F
Dividend Return 5.60% 52% F 53% F
Total Return 0.46% 77% C+ 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 6.80% 64% D 68% D+
Risk Adjusted Return 82.36% 58% F 63% D
Market Capitalization 0.01B 7% C- 7% C-

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:
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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.