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

ETF | Others |

Last Closing

USD 139.36

Change

+2.06 (+1.50)%

Market Cap

USD 2.94B

Volume

0.06M

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: 2024-05-07 )

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 2.97% 30% F 34% F
Dividend Return 2.39% 73% C 56% F
Total Return 5.36% 42% F 44% F
Trailing 12 Months  
Capital Gain -1.97% 12% F 18% F
Dividend Return 2.28% 77% C+ 51% F
Total Return 0.31% 18% F 23% F
Trailing 5 Years  
Capital Gain 16.56% 49% F 57% F
Dividend Return 3.33% 87% B+ 54% F
Total Return 19.89% 53% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 2.51% 56% F 56% F
Dividend Return 2.59% 57% F 56% F
Total Return 0.08% 7% C- 17% F
Risk Return Profile  
Volatility (Standard Deviation) 11.05% 27% F 35% F
Risk Adjusted Return 23.45% 37% F 40% 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.