SWTZ:AU:AU-Switzer Dividend Growth Fund (Managed Fund) (AUD)

ETF | Others |

Last Closing

USD 2.4

Change

-0.01 (-0.41)%

Market Cap

N/A

Volume

0.02M

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: 2025-05-30 )

Largest Industry Peers for Others

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 -2.04% 22% F 48% F
Dividend Return 1.84% 74% C 55% F
Total Return -0.20% 24% F 49% F
Trailing 12 Months  
Capital Gain -6.61% 9% A- 47% F
Dividend Return 11.14% 98% N/A 97% N/A
Total Return 4.53% 21% F 54% F
Trailing 5 Years  
Capital Gain 12.15% 32% F 58% F
Dividend Return 32.11% 87% B+ 73% C
Total Return 44.26% 44% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 1.57% 37% F 48% F
Dividend Return 5.10% 48% F 51% F
Total Return 3.53% 86% B+ 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 8.44% 62% D 91% A-
Risk Adjusted Return 60.48% 47% F 83% 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:
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.