SRECHA:SW:SW-UBS ETF (CH) – SXI Real Estate® Funds (CHF) A-dis (CHF)

ETF | Others |

Last Closing

USD 10.404

Change

+0.08 (+0.74)%

Market Cap

USD 105,994.40B

Volume

0.09M

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: 2025-05-22 )

Largest Industry Peers for Others

ETFs Containing SRECHA: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 4.04% 67% D+ 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.04% 66% D+ 63% D
Trailing 12 Months  
Capital Gain 14.78% 87% B+ 85% B
Dividend Return 1.88% 41% F 39% F
Total Return 16.66% 88% B+ 85% B
Trailing 5 Years  
Capital Gain -83.32% N/A F 3% F
Dividend Return 1.12% 7% C- 3% F
Total Return -82.20% N/A F 3% F
Average Annual (5 Year Horizon)  
Capital Gain -20.13% N/A F 1% F
Dividend Return -19.90% N/A F 1% F
Total Return 0.23% 25% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 39.28% 3% F 5% F
Risk Adjusted Return -50.67% 4% F 6% D-
Market Capitalization 105,994.40B 98% N/A 98% N/A

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.

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.