The Fund aims to achieve a return on your investment which reflects the return of the Swiss Performance Index (SPI®), the Fund`s benchmark index. The benchmark is a free-float market capitalisation weighted equity index which aims to represent the development of the entire Swiss equity market. It comprises all equities with a primary listing on SIX Swiss Exchange, except for investment companies and stocks with a free float of less than 20%. The index is calculated on a real-time basis in CHF.
|CSNKY:SW||iShares VII Public Limited Com..||0.00 %||
|IUSA:SW||iShares Core S&P 500 UCITS ETF..||0.00 %||
|XSPX:SW||Xtrackers S&P 500 Swap UCITS E..||0.00 %||
|DAXEX:SW||iShares Core DAX UCITS ETF (DE..||0.00 %||
|XESC:SW||Xtrackers Euro Stoxx 50 UCITS ..||0.00 %||
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|IMEU:SW||iShares Core MSCI Europe UCITS..||0.00 %||
|DJSXE:SW||iShares EURO STOXX 50 UCITS ET..||0.00 %||
|IWRD:SW||iShares MSCI World UCITS ETF U..||0.00 %||
|HSPX:SW||HSBC S&P 500 UCITS ETF||0.00 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||8.92%||79%||C+||85%||B|
|Risk Adjusted Return||96.03%||90%||A-||90%||A-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
There is nothing we particularly dislike