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

ETF | Others |

Last Closing

USD 2.56

Change

0.00 (0.00)%

Market Cap

N/A

Volume

3.38K

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: 2024-04-28 )

Largest Industry Peers for Others

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

-0.30 (-0.31%)

USD 15.34B
VGS:AU Vanguard MSCI International Sh..

-0.31 (-0.25%)

USD 7.71B
IVV:AU iShares Core S&P 500 AUD

-0.09 (-0.17%)

USD 7.58B
IOZ:AU Ishares Core S&P/Asx 200

-0.09 (-0.29%)

USD 5.50B
QUAL:AU VanEck Vectors MSCI World ex A..

-0.18 (-0.33%)

USD 5.47B
STW:AU SPDR® S&P/ASX 200 Fund

-0.23 (-0.33%)

USD 5.07B
HNDQ:AU BetaShares NASDAQ 100 ETF - Cu..

-0.05 (-0.13%)

USD 4.86B
A200:AU BetaShares Australia 200

-0.35 (-0.27%)

USD 4.72B
NDQ:AU Betashares Nasdaq 100

-0.04 (-0.10%)

USD 4.37B
VTS:AU Vanguard US Total Market Share..

-0.58 (-0.15%)

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 -1.16% 24% F 53% F
Dividend Return 1.24% 46% F 31% F
Total Return 0.08% 23% F 52% F
Trailing 12 Months  
Capital Gain -1.92% 21% F 58% F
Dividend Return 3.72% 62% D 45% F
Total Return 1.81% 21% F 58% F
Trailing 5 Years  
Capital Gain 1.19% 41% F 57% F
Dividend Return 13.37% 62% D 43% F
Total Return 14.55% 43% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 1.53% 46% F 48% F
Dividend Return 3.49% 46% F 48% F
Total Return 1.97% 60% D- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 11.73% 54% F 90% A-
Risk Adjusted Return 29.79% 46% F 66% 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.