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

ETF | Others |

Last Closing

USD 2.37

Change

+0.02 (+0.85)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict
Created with Highstock 5.0.6

Very Bullish

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
SWTZ:AU
Relative Returns (From:    To: 2025-03-17 )

Largest Industry Peers for Others

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

+0.09 (+0.09%)

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

+0.05 (+0.08%)

USD 11.60B
VGS:AU Vanguard MSCI International Sh..

+0.32 (+0.24%)

USD 10.39B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.15 (+0.27%)

USD 7.35B
IOZ:AU Ishares Core S&P/Asx 200

+0.02 (+0.06%)

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

+0.14 (+0.20%)

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

+1.05 (+0.24%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

-0.03 (-0.07%)

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

+0.32 (+0.81%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.17 (+0.13%)

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 -3.27% 37% F 51% F
Dividend Return 1.10% 62% D 34% F
Total Return -2.16% 39% F 52% F
Trailing 12 Months  
Capital Gain -10.23% 4% F 44% F
Dividend Return 10.77% 98% N/A 97% N/A
Total Return 0.55% 13% F 51% F
Trailing 5 Years  
Capital Gain 28.80% 37% F 56% F
Dividend Return 37.34% 89% A- 75% C
Total Return 66.14% 48% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 3.80% 47% F 49% F
Dividend Return 6.71% 55% F 50% F
Total Return 2.90% 79% B- 58% F
Risk Return Profile  
Volatility (Standard Deviation) 10.03% 55% F 90% A-
Risk Adjusted Return 66.87% 57% F 86% B+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

Analyst Rating

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