SW2CHB:SW:SW-UBS(Lux)Fund Solutions – MSCI Switzerland 20/35 UCITS ETF(CHF)A-acc (CHF)

ETF | Others |

Last Closing

USD 26.74

Change

0.00 (0.00)%

Market Cap

USD 1.76B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The sub-fund aims to track, before expenses, the price and income performance of the MSCI Switzerland 20/35 Index (Net Return) (this sub-fund's Index). Additionally currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the index currency by selling currency forwards at the one-month forward rate in accordance with the hedging methodology of the Index's currency-hedged index variant as referred to in relation to each hedged share class below.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-19 )

Largest Industry Peers for Others

ETFs Containing SW2CHB: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 1.46% 78% C+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.46% 76% C+ 73% C
Trailing 12 Months  
Capital Gain 4.27% 60% D- 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.27% 55% F 56% F
Trailing 5 Years  
Capital Gain 24.14% 43% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.14% 37% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 5.22% 50% F 52% F
Dividend Return 5.22% 49% F 51% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 10.64% 39% F 46% F
Risk Adjusted Return 49.03% 33% F 40% F
Market Capitalization 1.76B 79% B- 74% 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:
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.

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.