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

ETF | Others |

Last Closing

USD 12.744

Change

+0.10 (+0.82)%

Market Cap

USD 0.01B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Neutral

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
PEF:SW
Relative Returns (From:    To: 2025-03-17 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
CHDIV:SW UBS ETF (CH) - MSCI Switzerlan..

+0.19 (+1.33%)

USD 1,244,681.59B
SWICHA:SW UBS ETF (CH) – MSCI Switzerl..

+0.34 (+1.52%)

USD 226,274.25B
SWUSAH:SW UBS ETF (CH) – MSCI Switzerl..

+0.72 (+2.44%)

USD 226,274.21B
SWEUAH:SW UBS ETF (CH) – MSCI Switzerl..

N/A

USD 226,274.20B
RGLDS:SW Raiffeisen ETF Solid Gold A US..

N/A

USD 134,034.93B
RGLDSH:SW Raiffeisen ETF Solid Gold H CH..

-3.00 (-0.05%)

USD 134,034.91B
RGLDOH:SW Raiffeisen ETF Solid Gold Ounc..

+2.00 (+0.11%)

USD 134,034.86B
RGLDO:SW Raiffeisen ETF Solid Gold Ounc..

-1.00 (-0.04%)

USD 134,034.85B
SPICHA:SW UBS ETF (CH) – SPI® (CHF) A..

+0.75 (+0.92%)

USD 131,872.43B
SPMCHA:SW UBS ETF (CH) – SPI® Mid (CH..

+0.90 (+0.78%)

USD 130,595.12B

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 14.40% 95% A 93% A
Dividend Return 0.35% 23% F 23% F
Total Return 14.75% 95% A 93% A
Trailing 12 Months  
Capital Gain 15.79% 87% B+ 85% B
Dividend Return 3.28% 71% C- 69% C-
Total Return 19.07% 89% A- 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

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.