XCLR:NYE-Global X S&P 500® Collar 95-110 ETF (USD)

ETF | Others |

Last Closing

USD 30.0646

Change

+0.09 (+0.30)%

Market Cap

USD 2.07M

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-21 )

ETFs Containing XCLR

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 10.62% 78% C+ 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.62% 76% C+ 71% C-
Trailing 12 Months  
Capital Gain 20.00% 68% D+ 68% D+
Dividend Return 1.51% 28% F 20% F
Total Return 21.52% 66% D+ 65% D
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 1.51% 58% F 46% F
Dividend Return 2.07% 54% F 37% F
Total Return 0.56% 32% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 8.60% 53% F 84% B
Risk Adjusted Return 24.07% 49% F 45% F
Market Capitalization 2.07M 3% F 1% 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:

There is nothing we particularly like

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 total returns

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

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.