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

ETF | Others |

Last Closing

USD 2.36

Change

0.00 (0.00)%

Market Cap

N/A

Volume

4.65K

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: 2025-04-02 )

Largest Industry Peers for Others

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

-0.91 (-0.93%)

USD 18.39B
IVV:AU iShares Core S&P 500 AUD

-0.89 (-1.50%)

USD 11.33B
VGS:AU Vanguard MSCI International Sh..

-1.64 (-1.23%)

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

-0.72 (-1.29%)

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

-0.28 (-0.87%)

USD 6.40B
VTS:AU Vanguard US Total Market Share..

-6.37 (-1.46%)

USD 5.71B
STW:AU SPDR® S&P/ASX 200 Fund

-0.66 (-0.92%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

-0.87 (-1.90%)

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

-1.19 (-3.04%)

USD 4.86B
A200:AU BetaShares Australia 200

-1.20 (-0.91%)

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 -3.67% 31% F 50% F
Dividend Return 1.47% 62% D 45% F
Total Return -2.20% 36% F 52% F
Trailing 12 Months  
Capital Gain -9.92% 7% C- 45% F
Dividend Return 10.89% 98% N/A 97% N/A
Total Return 0.97% 18% F 53% F
Trailing 5 Years  
Capital Gain 25.53% 34% F 55% F
Dividend Return 36.07% 87% B+ 72% C
Total Return 61.61% 47% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.21% 44% F 48% F
Dividend Return 6.27% 52% F 50% F
Total Return 3.06% 79% B- 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 9.56% 57% F 90% A-
Risk Adjusted Return 65.55% 54% F 85% 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