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

ETF | Others |

Last Closing

USD 2.42

Change

+0.02 (+0.83)%

Market Cap

N/A

Volume

0.01M

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: 2025-06-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares IND..

+0.02 (+0.02%)

USD 18.39B
IVV:AU Ishares S&P 500 ETF

-0.38 (-0.62%)

USD 11.33B
VGS:AU Vanguard MSCI INDEX Internatio..

-0.72 (-0.51%)

USD 10.39B
QUAL:AU Vaneck MSCI International Qual..

+0.01 (+0.02%)

USD 7.35B
IOZ:AU Ishares Core S&P/ASX 200 ETF

-0.01 (-0.03%)

USD 6.40B
VTS:AU Vanguard US Total Market Share..

-2.77 (-0.61%)

USD 5.71B
STW:AU SPDR S&P/ASX 200 ETF

-0.05 (-0.06%)

USD 5.54B
NDQ:AU Betashares Nasdaq 100 ETF

-0.22 (-0.44%)

USD 5.22B
HNDQ:AU Betashares Nasdaq 100 Currency..

+0.08 (+0.18%)

USD 4.86B
A200:AU Betashares Australia 200 ETF

N/A

USD 4.72B

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 -1.22% 23% F 51% F
Dividend Return 1.84% 73% C 53% F
Total Return 0.61% 24% F 50% F
Trailing 12 Months  
Capital Gain -6.92% 8% B- 46% F
Dividend Return 10.71% 98% N/A 97% N/A
Total Return 3.78% 19% F 53% F
Trailing 5 Years  
Capital Gain 9.50% 32% F 57% F
Dividend Return 31.09% 88% B+ 73% C
Total Return 40.60% 40% 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.