CHSPI:SW:SW-iShares Core SPI® ETF (CH) (CHF)

ETF | Others |

Last Closing

USD 136.2

Change

+0.38 (+0.28)%

Market Cap

USD 2.94B

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: 2024-04-18 )

Largest Industry Peers for Others

ETFs Containing CHSPI: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 0.64% 29% F 32% F
Dividend Return 1.60% 59% D- 39% F
Total Return 2.23% 38% F 40% F
Trailing 12 Months  
Capital Gain -2.89% 14% F 20% F
Dividend Return 1.54% 71% C- 32% F
Total Return -1.35% 19% F 24% F
Trailing 5 Years  
Capital Gain 13.09% 48% F 58% F
Dividend Return 2.77% 84% B 51% F
Total Return 15.86% 50% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 2.54% 60% D- 59% D-
Dividend Return 2.60% 60% D- 59% D-
Total Return 0.07% 6% D- 30% F
Risk Return Profile  
Volatility (Standard Deviation) 11.05% 26% F 35% F
Risk Adjusted Return 23.57% 38% F 41% F
Market Capitalization 2.94B 91% A- 88% 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.