SRFCHA:SW:SW-UBS ETF (CH) – SXI Real Estate® (CHF) A-dis (CHF)

ETF | Others |

Last Closing

USD 36.8

Change

-0.14 (-0.38)%

Market Cap

USD 124,758.52B

Volume

4.02K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
SRFCHA:SW
Relative Returns (From:    To: 2025-03-20 )

Largest Industry Peers for Others

ETFs Containing SRFCHA: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 1.15% 52% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.15% 51% F 48% F
Trailing 12 Months  
Capital Gain 10.64% 76% C+ 75% C
Dividend Return 1.50% 29% F 26% F
Total Return 12.15% 80% B- 79% B-
Trailing 5 Years  
Capital Gain 17.50% 24% F 36% F
Dividend Return 7.92% 32% F 25% F
Total Return 25.42% 24% F 35% F
Average Annual (5 Year Horizon)  
Capital Gain 1.43% 25% F 29% F
Dividend Return 1.55% 26% F 29% F
Total Return 0.11% 14% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 11.01% 38% F 45% F
Risk Adjusted Return 14.05% 18% F 23% F
Market Capitalization 124,758.52B 99% N/A 99% N/A

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:
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.