ERND:SW:SW-iShares $ Ultrashort Bond UCITS ETF USD (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 91.544

Change

+0.20 (+0.22)%

Market Cap

USD 0.30B

Volume

20.00

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: 2024-03-27 )

Largest Industry Peers for Others

ETFs Containing ERND: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 8.95% 65% D 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.95% 65% D 65% D
Trailing 12 Months  
Capital Gain -0.72% 15% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.72% 15% F 20% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -1.19% 16% F 19% F
Dividend Return -1.19% 16% F 19% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.45% 75% C 79% B-
Risk Adjusted Return -48.62% 8% B- 10% F
Market Capitalization 0.30B 55% F 51% F

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.