ducovest

EQRR:NSD-ProShares Equities for Rising Rates ETF (USD)

ETF | Large Value |

Last Closing

USD 59.85

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

1.29K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-28 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
IUSV iShares Core S&P U.S. Value ET..

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RDVY First Trust Rising Dividend Ac..

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VONV Vanguard Russell 1000 Value In..

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FTA First Trust Large Cap Value Al..

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CDC VictoryShares US EQ Income Enh..

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PFM Invesco Dividend Achievers ETF

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LVHD Legg Mason Low Volatility High..

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CDL VictoryShares US Large Cap Hig..

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 USD 0.35B
VSMV VictoryShares US Multi-Factor ..

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 USD 0.12B
RNDV First Trust US Equity Dividend..

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 USD 0.05B

ETFs Containing EQRR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.22% 100% F 79% B-
Dividend Return 0.50% 67% D+ 30% F
Total Return 11.72% 100% F 79% B-
Trailing 12 Months  
Capital Gain 22.61% 100% F 78% C+
Dividend Return 3.02% 58% F 46% F
Total Return 25.62% 100% F 79% B-
Trailing 5 Years  
Capital Gain 38.93% 67% D+ 73% C
Dividend Return 11.29% 58% F 49% F
Total Return 50.22% 67% D+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.22% 92% A 72% C
Dividend Return 14.41% 92% A 73% C
Total Return 2.19% 58% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 31.21% 8% B- 59% D-
Risk Adjusted Return 46.16% 33% F 78% C+
Market Capitalization 0.02B 8% B- 18% F

Annual Financials (USD)

Quarterly Financials (USD)

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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.