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

ETF | Others |

Last Closing

USD 11.368

Change

-0.73 (-6.00)%

Market Cap

USD 0.01B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-04-04 )

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 2.05% 79% B- 76% C+
Dividend Return 0.35% 22% F 19% F
Total Return 2.39% 79% B- 77% C+
Trailing 12 Months  
Capital Gain -0.73% 41% F 44% F
Dividend Return 3.15% 69% C- 66% D+
Total Return 2.42% 57% F 58% F
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 5.38% 50% F 52% F
Dividend Return 5.93% 53% F 55% F
Total Return 0.55% 77% C+ 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 6.95% 62% D 67% D+
Risk Adjusted Return 85.32% 61% D- 65% D
Market Capitalization 0.01B 8% B- 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.