MSRUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI Emerging Markets Socially Responsible UCITS ETF(USD)A-dis (USD)

ETF | Others |

Last Closing

USD 14.56

Change

-0.07 (-0.48)%

Market Cap

USD 1.33B

Volume

0.02M

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: 2025-05-30 )

Largest Industry Peers for Others

ETFs Containing MSRUSA: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 7.14% 75% C 72% C
Dividend Return 0.73% 39% F 28% F
Total Return 7.87% 77% C+ 74% C
Trailing 12 Months  
Capital Gain 15.56% 86% B+ 84% B
Dividend Return 1.96% 42% F 40% F
Total Return 17.51% 88% B+ 86% B+
Trailing 5 Years  
Capital Gain 35.29% 50% F 60% D-
Dividend Return 11.43% 61% D- 54% F
Total Return 46.72% 54% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain -0.13% 15% F 20% F
Dividend Return 0.30% 17% F 22% F
Total Return 0.43% 55% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 17.15% 12% F 22% F
Risk Adjusted Return 1.72% 16% F 21% F
Market Capitalization 1.33B 75% C 70% C-

Annual Financials (USD)

Quarterly Financials (USD)

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.

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.