WSRUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI World Socially Responsible UCITS ETF(USD)A-dis CHF (CHF)

ETF | Others |

Last Closing

USD 134.52

Change

0.00 (0.00)%

Market Cap

USD 4.26B

Volume

1.28K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-04 )

Largest Industry Peers for Others

ETFs Containing WSRUSA: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 -10.93% 9% A- 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.93% 9% A- 11% F
Trailing 12 Months  
Capital Gain -1.32% 22% F 26% F
Dividend Return 0.68% 6% D- 7% C-
Total Return -0.64% 23% F 26% F
Trailing 5 Years  
Capital Gain 48.69% 58% F 67% D+
Dividend Return 1.03% 6% D- 2% F
Total Return 49.72% 53% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.17% 73% C 73% C
Dividend Return 9.25% 73% C 73% C
Total Return 0.08% 5% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 16.74% 16% F 24% F
Risk Adjusted Return 55.26% 37% F 43% F
Market Capitalization 4.26B 90% A- 87% B+

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 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.