AIEQ:NYE-AI Powered Equity ETF (USD)

ETF | Large Growth |

Last Closing

USD 35.814

Change

+0.40 (+1.13)%

Market Cap

USD 0.11B

Volume

0.02M

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: 2024-05-15 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.12 (-0.45%)

USD 33.94B
VOOG Vanguard S&P 500 Growth Index ..

-1.56 (-0.44%)

USD 13.35B
IWY iShares Russell Top 200 Growth..

-0.90 (-0.40%)

USD 12.20B
SPGP Invesco S&P 500 GARP ETF

+0.08 (+0.08%)

USD 4.15B
JMOM JPMorgan U.S. Momentum Factor ..

-0.37 (-0.63%)

USD 1.17B
FQAL Fidelity® Quality Factor ETF

-0.11 (-0.17%)

USD 1.08B
SFY SoFi Select 500

-0.41 (-0.38%)

USD 0.93B
QGRO American Century U.S. Quality ..

-0.36 (-0.39%)

USD 0.92B
BIBL Northern Lights Fund Trust IV ..

-0.34 (-0.84%)

USD 0.34B
FDMO Fidelity® Momentum Factor ETF

-0.39 (-0.58%)

USD 0.33B

ETFs Containing AIEQ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.59% 4% F 37% F
Dividend Return 0.42% 100% F 23% F
Total Return 1.01% 8% B- 32% F
Trailing 12 Months  
Capital Gain 26.91% 27% F 76% C+
Dividend Return 1.02% 56% F 12% F
Total Return 27.93% 27% F 74% C
Trailing 5 Years  
Capital Gain 37.17% 16% F 63% D
Dividend Return 2.07% 24% F 6% D-
Total Return 39.23% 16% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 8.18% 15% F 66% D+
Dividend Return 8.45% 15% F 60% D-
Total Return 0.28% 16% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 25.23% 38% F 45% F
Risk Adjusted Return 33.52% 19% F 55% F
Market Capitalization 0.11B 15% F 25% 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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.