IUSC:SW:SW-iShares S&P 500 CHF Hedged UCITS ETF (Acc) (CHF)

ETF | Others |

Last Closing

USD 83.13

Change

+0.43 (+0.52)%

Market Cap

USD 0.45B

Volume

7.93K

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 IUSC: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 9.76% 68% D+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.76% 68% D+ 68% D+
Trailing 12 Months  
Capital Gain 24.99% 80% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.99% 80% B- 80% B-
Trailing 5 Years  
Capital Gain 70.03% 88% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 70.03% 87% B+ 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 10.35% 95% A 92% A
Dividend Return 10.35% 95% A 92% A
Total Return N/A 32% F 54% F
Risk Return Profile  
Volatility (Standard Deviation) 18.01% 13% F 20% F
Risk Adjusted Return 57.45% 96% N/A 95% A
Market Capitalization 0.45B 63% D 59% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.