USAUSA:SW:SW-UBS(Lux)Fund Solutions – MSCI USA UCITS ETF(USD)A-dis (CHF)

ETF | Others |

Last Closing

USD 452.95

Change

-0.60 (-0.13)%

Market Cap

USD 0.47B

Volume

48.00

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: 2024-04-15 )

Largest Industry Peers for Others

ETFs Containing USAUSA: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 16.74% 91% A- 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.74% 91% A- 90% A-
Trailing 12 Months  
Capital Gain 26.08% 87% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.08% 87% B+ 87% B+
Trailing 5 Years  
Capital Gain 60.11% 81% B- 84% B
Dividend Return 0.63% 18% F 8% B-
Total Return 60.74% 81% B- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 9.50% 92% A 90% A-
Dividend Return 9.55% 92% A 90% A-
Total Return 0.05% 77% C+ 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 16.95% 15% F 23% F
Risk Adjusted Return 56.34% 94% A 93% A
Market Capitalization 0.47B 64% D 59% D-

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.