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

ETF | Others |

Last Closing

USD 38.78

Change

-0.16 (-0.41)%

Market Cap

USD 124,758.52B

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 SRFCHA: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 6.60% 74% C 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.60% 74% C 70% C-
Trailing 12 Months  
Capital Gain 19.34% 90% A- 88% B+
Dividend Return 1.54% 32% F 29% F
Total Return 20.88% 91% A- 89% A-
Trailing 5 Years  
Capital Gain 17.82% 34% F 46% F
Dividend Return 7.53% 38% F 33% F
Total Return 25.35% 35% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 1.58% 30% F 34% F
Dividend Return 1.78% 30% F 33% F
Total Return 0.20% 16% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 11.25% 35% F 42% F
Risk Adjusted Return 15.83% 20% F 26% F
Market Capitalization 124,758.52B 98% N/A 99% 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.