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

5.68K

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: 2025-05-02 )

Largest Industry Peers for Others

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

-1.01 (-0.99%)

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

-0.42 (-0.72%)

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

-0.72 (-0.54%)

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

-0.17 (-0.31%)

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

-0.35 (-1.05%)

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

-3.35 (-0.78%)

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

-0.72 (-0.97%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100

-0.15 (-0.33%)

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

+0.25 (+0.63%)

USD 4.86B
A200:AU BetaShares Australia 200

-1.45 (-1.05%)

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% 26% F 49% F
Dividend Return 1.84% 75% C 59% D-
Total Return -1.84% 33% F 51% F
Trailing 12 Months  
Capital Gain -8.17% 9% A- 46% F
Dividend Return 11.14% 98% N/A 97% N/A
Total Return 2.97% 18% F 54% F
Trailing 5 Years  
Capital Gain 19.80% 34% F 56% F
Dividend Return 34.88% 88% B+ 74% C
Total Return 54.68% 47% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 2.25% 41% F 49% F
Dividend Return 5.57% 49% F 51% F
Total Return 3.32% 84% B 64% D
Risk Return Profile  
Volatility (Standard Deviation) 8.94% 60% D- 90% A-
Risk Adjusted Return 62.32% 50% F 84% 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:
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.