DJSC:SW:SW-iShares EURO STOXX Small UCITS ETF EUR (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 40.68

Change

+0.35 (+0.86)%

Market Cap

USD 0.46B

Volume

71.00

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: 2025-04-28 )

Largest Industry Peers for Others

ETFs Containing DJSC: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 4.40% 80% B- 77% C+
Dividend Return 0.56% 34% F 25% F
Total Return 4.96% 82% B 79% B-
Trailing 12 Months  
Capital Gain -6.29% 12% F 17% F
Dividend Return 2.99% 66% D+ 60% D-
Total Return -3.30% 17% F 21% F
Trailing 5 Years  
Capital Gain 21.22% 39% F 50% F
Dividend Return 13.00% 65% D 56% F
Total Return 34.22% 47% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 1.74% 29% F 33% F
Dividend Return 2.05% 30% F 34% F
Total Return 0.31% 45% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 17.85% 13% F 21% F
Risk Adjusted Return 11.48% 18% F 23% F
Market Capitalization 0.46B 54% F 50% F

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:

There is nothing we particularly like

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.