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

ETF | Others |

Last Closing

USD 17.794

Change

+0.08 (+0.45)%

Market Cap

USD 0.76B

Volume

414.00

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: 2024-04-26 )

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 11.93% 80% B- 80% B-
Dividend Return 0.35% 18% F 11% F
Total Return 12.28% 81% B- 81% B-
Trailing 12 Months  
Capital Gain 5.43% 43% F 47% F
Dividend Return 0.33% 23% F 11% F
Total Return 5.76% 44% F 47% F
Trailing 5 Years  
Capital Gain -99.08% 1% F 1% F
Dividend Return 0.05% 4% F 2% F
Total Return -99.03% 1% F 1% F
Average Annual (5 Year Horizon)  
Capital Gain -1.69% 12% F 15% F
Dividend Return -1.61% 12% F 15% F
Total Return N/A 20% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 138.85% 1% F 1% F
Risk Adjusted Return -1.16% 27% F 29% F
Market Capitalization 0.76B 73% C 69% C-

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.