SWTZ:AU:AU-Switzer Dividend Growth Fund (Managed Fund) (AUD)

ETF | Others |

Last Closing

USD 2.59

Change

-0.03 (-1.15)%

Market Cap

N/A

Volume

4.03K

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-04-16 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VAS:AU Vanguard Australian Shares

+0.79 (+0.84%)

USD 14.72B
IVV:AU iShares Core S&P 500 AUD

-0.04 (-0.08%)

USD 7.65B
VGS:AU Vanguard MSCI International Sh..

+0.10 (+0.08%)

USD 7.36B
QUAL:AU VanEck Vectors MSCI World ex A..

+0.01 (+0.02%)

USD 5.58B
IOZ:AU Ishares Core S&P/Asx 200

+0.23 (+0.75%)

USD 5.44B
STW:AU SPDR® S&P/ASX 200 Fund

+0.57 (+0.84%)

USD 5.14B
NDQ:AU Betashares Nasdaq 100

+0.14 (+0.34%)

USD 4.86B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

+0.34 (+0.93%)

USD 4.86B
A200:AU BetaShares Australia 200

+0.96 (+0.76%)

USD 4.72B
VTS:AU Vanguard US Total Market Share..

-0.01 (0.00%)

USD 3.95B

ETFs Containing SWTZ:AU

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 N/A N/A N/A N/A N/A
Dividend Return 1.24% 46% F 31% F
Total Return 1.24% 30% F 54% F
Trailing 12 Months  
Capital Gain -0.77% 20% F 59% D-
Dividend Return 3.72% 61% D- 45% F
Total Return 2.96% 24% F 60% D-
Trailing 5 Years  
Capital Gain 4.86% 48% F 59% D-
Dividend Return 13.69% 63% D 43% F
Total Return 18.55% 47% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 1.34% 45% F 48% F
Dividend Return 3.32% 47% F 48% F
Total Return 1.98% 60% D- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 11.87% 54% F 90% A-
Risk Adjusted Return 28.00% 44% F 65% D
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

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.