IDVY:SW:SW-iShares Euro Dividend UCITS ETF EUR (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 20.1

Change

0.00 (0.00)%

Market Cap

USD 0.89B

Volume

2.95K

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: 2025-05-11 )

Largest Industry Peers for Others

ETFs Containing IDVY: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 22.41% 97% N/A 96% N/A
Dividend Return 0.43% 23% F 16% F
Total Return 22.84% 97% N/A 96% N/A
Trailing 12 Months  
Capital Gain 8.78% 75% C 73% C
Dividend Return 5.63% 94% A 94% A
Total Return 14.41% 87% B+ 85% B
Trailing 5 Years  
Capital Gain 33.11% 48% F 56% F
Dividend Return 28.93% 96% N/A 93% A
Total Return 62.05% 64% D 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 0.07% 16% F 21% F
Dividend Return 1.15% 23% F 27% F
Total Return 1.08% 94% A 83% B
Risk Return Profile  
Volatility (Standard Deviation) 18.80% 10% F 18% F
Risk Adjusted Return 6.10% 17% F 21% F
Market Capitalization 0.89B 67% D+ 63% D

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:
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:
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.