USDV:SW:SW-SPDR® S&P US Dividend Aristocrats UCITS ETF Dis CHF (CHF)

ETF | Others |

Last Closing

USD 63.92

Change

+0.20 (+0.31)%

Market Cap

USD 3.67B

Volume

1.12K

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 USDV: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 10.26% 74% C 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.26% 73% C 74% C
Trailing 12 Months  
Capital Gain 4.22% 42% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.22% 41% F 44% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -1.19% 15% F 19% F
Dividend Return -1.19% 15% F 18% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 3.68% 65% D 70% C-
Risk Adjusted Return -32.26% 19% F 19% F
Market Capitalization 3.67B 93% A 89% A-

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.