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

ETF | Others |

Last Closing

USD 2.6

Change

+0.04 (+1.56)%

Market Cap

N/A

Volume

0.01M

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: 2024-05-07 )

Largest Industry Peers for Others

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 0.39% 26% F 54% F
Dividend Return 1.54% 59% D- 43% F
Total Return 1.93% 27% F 55% F
Trailing 12 Months  
Capital Gain 0.78% 26% F 60% D-
Dividend Return 3.77% 63% D 45% F
Total Return 4.54% 26% F 60% D-
Trailing 5 Years  
Capital Gain 4.00% 41% F 58% F
Dividend Return 13.85% 63% D 44% F
Total Return 17.85% 43% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 1.63% 46% F 48% F
Dividend Return 3.58% 46% F 48% F
Total Return 1.96% 60% D- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 11.65% 54% F 90% A-
Risk Adjusted Return 30.77% 46% F 67% 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.