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

ETF | Others |

Last Closing

USD 18.194

Change

0.00 (0.00)%

Market Cap

USD 0.76B

Volume

1.10K

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: 2024-05-08 )

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 14.44% 84% B 84% B
Dividend Return 0.35% 18% F 10% F
Total Return 14.79% 85% B 84% B
Trailing 12 Months  
Capital Gain 8.04% 46% F 50% F
Dividend Return 0.33% 23% F 10% F
Total Return 8.37% 47% F 50% F
Trailing 5 Years  
Capital Gain -99.01% 1% F 1% F
Dividend Return 0.05% 8% B- 4% F
Total Return -98.97% 2% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain -1.19% 15% F 18% F
Dividend Return -1.11% 15% F 18% F
Total Return N/A 21% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 138.68% 1% F 1% F
Risk Adjusted Return -0.80% 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.