(SWIN) HAMILTON CHAMPIONS Enhanced - Ratings and Ratios
U.S. Dividend, Enhanced Strategy, Dividend Income
Description: SWIN HAMILTON CHAMPIONS Enhanced
The Hamilton Champions TM Enhanced U.S. Dividend ETF (Ticker: SWIN) is a Canadian alternative equity-focused ETF listed on the Toronto Stock Exchange (TO). It is designed to provide exposure to U.S. dividend-paying equities with an enhanced income strategy. The fund is managed by Hamilton Capital Partners and tracks the Morningstar CAD O/N Cash GR CAD Index. SWIN is structured to appeal to income-seeking investors who also aim for capital preservation.
From a technical perspective, SWIN currently trades at $15.67, slightly below its 20-day SMA of $15.89. The 50-day and 200-day SMAs are both $15.84, indicating a relatively stable price trend over the medium term. The Average True Range (ATR) of 0.14 suggests low volatility, while the 20-day average volume of 1,750 shares highlights limited trading activity. The dividend yield, derived from its recent payout history, is approximately 3.8%.
Fundamentally, SWIN has assets under management (AUM) of $3.78 million CAD, making it a relatively small ETF. Its focus on U.S. dividend-paying stocks positions it as a niche product within the alternative equity category. The funds expense ratio and tracking error are not explicitly disclosed but are expected to align with other ETFs in its category.
3-Month Forecast: Based on the ETFs current technical and fundamental profile, SWIN is likely to trade in a narrow range of $15.50 to $16.20 over the next three months. The 20-day SMA of $15.89 will likely act as resistance, while the 200-day SMA of $15.84 will provide support. The low ATR of 0.14 suggests minimal price deviation, and the funds dividend yield of 3.8% will remain attractive to income-focused investors. However, the small AUM and low trading volume may limit its appeal to institutional investors.
Additional Sources for SWIN ETF
SWIN ETF Overview
Market Cap in USD | 4m |
Category | Alternative Equity Focused |
IPO / Inception | 2025-01-27 |
SWIN ETF Ratings
Growth Rating | -10.2 |
Fundamental | - |
Dividend Rating | 11.8 |
Rel. Strength | -8.4 |
Analysts | - |
Fair Price Momentum | 13.73 CAD |
Fair Price DCF | - |
SWIN Dividends
Dividend Yield 12m | 1.02% |
Yield on Cost 5y | 1.01% |
Annual Growth 5y | 4.84% |
Payout Consistency | 1.0% |
Payout Ratio | % |
SWIN Growth Ratios
Growth Correlation 3m | 84.6% |
Growth Correlation 12m | -15.4% |
Growth Correlation 5y | -15.4% |
CAGR 5y | -1.08% |
CAGR/Max DD 5y | -0.07 |
Sharpe Ratio 12m | 0.26 |
Alpha | -11.98 |
Beta | 0.572 |
Volatility | 17.96% |
Current Volume | 2.3k |
Average Volume 20d | 0.1k |
Stop Loss | 15 (-2.9%) |
As of August 02, 2025, the stock is trading at CAD 15.45 with a total of 2,300 shares traded.
Over the past week, the price has changed by -2.59%, over one month by -0.83%, over three months by +2.85% and over the past year by -1.08%.
Neither. Based on ValueRay´s Analyses, HAMILTON CHAMPIONS Enhanced is currently (August 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of -10.17 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SWIN is around 13.73 CAD . This means that SWIN is currently overvalued and has a potential downside of -11.13%.
HAMILTON CHAMPIONS Enhanced has no consensus analysts rating.
According to our own proprietary Forecast Model, SWIN HAMILTON CHAMPIONS Enhanced will be worth about 15.6 in August 2026. The stock is currently trading at 15.45. This means that the stock has a potential upside of +1.04%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 15.6 | 1% |