UDIV:NYE-Franklin U.S. Core Dividend Tilt Index ETF (USD)

ETF | Others |

Last Closing

USD 41.0302

Change

-0.17 (-0.41)%

Market Cap

USD 0.06B

Volume

856.00

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: 2024-05-22 )

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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 11.09% 81% B- 77% C+
Dividend Return 0.33% 25% F 16% F
Total Return 11.42% 81% B- 75% C
Trailing 12 Months  
Capital Gain 28.10% 80% B- 77% C+
Dividend Return 1.76% 34% F 25% F
Total Return 29.86% 81% B- 76% C+
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 7.31% 86% B+ 63% D
Dividend Return 8.09% 86% B+ 59% D-
Total Return 0.78% 39% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 10.46% 43% F 80% B-
Risk Adjusted Return 77.29% 95% A 93% A
Market Capitalization 0.06B 54% F 20% 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:
Superior risk adjusted returns

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.

What to not like:
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.