SPICHA:SW:SW-UBS ETF (CH) – SPI® (CHF) A-dis (CHF)

ETF | Others |

Last Closing

USD 73.25

Change

+0.12 (+0.16)%

Market Cap

USD 1.42B

Volume

0.02M

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: 2024-04-18 )

Largest Industry Peers for Others

ETFs Containing SPICHA: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 2.42% 39% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.42% 39% F 41% F
Trailing 12 Months  
Capital Gain -3.17% 13% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.17% 13% F 19% F
Trailing 5 Years  
Capital Gain 12.83% 47% F 58% F
Dividend Return 0.43% 16% F 8% B-
Total Return 13.26% 47% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 2.59% 60% D- 59% D-
Dividend Return 2.63% 60% D- 59% D-
Total Return N/A 49% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 11.10% 26% F 35% F
Risk Adjusted Return 23.67% 38% F 41% F
Market Capitalization 1.42B 83% B 79% B-

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 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.