WSRUSA:SW:SW- (CHF)

ETF | Others |

Last Closing

USD 141.86

Change

+0.38 (+0.27)%

Market Cap

USD 4.26B

Volume

361.00
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: 2025-05-28 )

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 -6.07% 12% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.07% 12% F 14% F
Trailing 12 Months  
Capital Gain 0.55% 29% F 32% F
Dividend Return 0.66% 7% C- 7% C-
Total Return 1.21% 29% F 32% F
Trailing 5 Years  
Capital Gain 49.86% 62% D 70% C-
Dividend Return 0.98% 6% D- 3% F
Total Return 50.85% 59% D- 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.70% 72% C 72% C
Dividend Return 8.78% 72% C 73% C
Total Return 0.09% 5% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 16.55% 14% F 23% F
Risk Adjusted Return 53.08% 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.