SRECHA:SW:SW-UBS ETF (CH) – SXI Real Estate® Funds (CHF) A-dis (CHF)

ETF | Others |

Last Closing

USD 9.094

Change

0.00 (0.00)%

Market Cap

USD 1.01B

Volume

0.16M

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: 2024-05-05 )

Largest Industry Peers for Others

ETFs Containing SRECHA: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 4.46% 43% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.46% 43% F 45% F
Trailing 12 Months  
Capital Gain 6.13% 44% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.13% 44% F 48% F
Trailing 5 Years  
Capital Gain -84.89% 7% C- 8% B-
Dividend Return 0.93% 35% F 16% F
Total Return -83.96% 7% C- 8% B-
Average Annual (5 Year Horizon)  
Capital Gain -21.77% N/A F 1% F
Dividend Return -21.69% N/A F 1% F
Total Return 0.08% 38% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 37.92% 4% F 7% C-
Risk Adjusted Return -57.21% 6% D- 7% C-
Market Capitalization 1.01B 78% C+ 73% 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:
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 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.