IDVY:SW:SW-iShares Euro Dividend UCITS ETF EUR (Dist) CHF (CHF)

ETF | Others |

Last Closing

USD 17.732

Change

+0.13 (+0.72)%

Market Cap

USD 0.73B

Volume

15.00

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: 2024-03-28 )

Largest Industry Peers for Others

ETFs Containing IDVY: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 11.54% 77% C+ 77% C+
Dividend Return 0.35% 24% F 18% F
Total Return 11.89% 78% C+ 77% C+
Trailing 12 Months  
Capital Gain 4.99% 37% F 41% F
Dividend Return 0.33% 29% F 11% F
Total Return 5.32% 38% F 42% F
Trailing 5 Years  
Capital Gain -99.04% 1% F 1% F
Dividend Return 0.05% 4% F 2% F
Total Return -98.99% 1% F 1% F
Average Annual (5 Year Horizon)  
Capital Gain -4.01% 6% D- 10% F
Dividend Return -3.92% 6% D- 9% A-
Total Return N/A 25% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 139.56% 1% F 1% F
Risk Adjusted Return -2.81% 28% F 30% F
Market Capitalization 0.73B 73% C 68% D+

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:

There is nothing we particularly like

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.