UPAR:NYE- (USD)

ETF | Others |

Last Closing

USD 13.61

Change

-0.36 (-2.58)%

Market Cap

USD 0.08B

Volume

0.02M
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: 2024-06-26 )

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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 -0.29% 29% F 40% F
Dividend Return 1.76% 56% F 51% F
Total Return 1.47% 30% F 39% F
Trailing 12 Months  
Capital Gain -1.34% 18% F 29% F
Dividend Return 3.26% 57% F 48% F
Total Return 1.92% 19% F 29% F
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 -5.97% 15% F 15% F
Dividend Return -5.08% 14% F 12% F
Total Return 0.89% 44% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 8.52% 54% F 81% B-
Risk Adjusted Return -59.57% 12% F 6% D-
Market Capitalization 0.08B 60% D- 23% 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 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.