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

ETF | Others |

Last Closing

USD 2.29

Change

+0.01 (+0.44)%

Market Cap

N/A

Volume

1.01K

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: 2025-04-15 )

Largest Industry Peers for Others

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

+0.76 (+0.79%)

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

+0.14 (+0.25%)

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

+0.69 (+0.54%)

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

+0.02 (+0.04%)

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

+0.24 (+0.77%)

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

+1.50 (+0.37%)

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

+0.54 (+0.77%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

+0.20 (+0.46%)

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

+0.06 (+0.16%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.97 (+0.75%)

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 -6.53% 36% F 50% F
Dividend Return 1.47% 59% D- 43% F
Total Return -5.06% 37% F 51% F
Trailing 12 Months  
Capital Gain -11.58% 8% B- 46% F
Dividend Return 11.02% 98% N/A 97% N/A
Total Return -0.56% 18% F 53% F
Trailing 5 Years  
Capital Gain 14.50% 35% F 54% F
Dividend Return 33.91% 86% B+ 72% C
Total Return 48.41% 46% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.01% 43% F 48% F
Dividend Return 6.12% 52% F 50% F
Total Return 3.11% 81% B- 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 9.43% 57% F 90% A-
Risk Adjusted Return 64.89% 53% 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