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

ETF | Others |

Last Closing

USD 42.121

Change

0.00 (-0.01)%

Market Cap

USD 0.06B

Volume

7.20K

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: 2024-06-27 )

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ETFs Containing UDIV

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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 14.05% 86% B+ 84% B
Dividend Return 0.95% 37% F 30% F
Total Return 15.00% 86% B+ 83% B
Trailing 12 Months  
Capital Gain 23.85% 85% B 82% B
Dividend Return 1.63% 36% F 26% F
Total Return 25.48% 86% B+ 81% B-
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 8.15% 88% B+ 66% D+
Dividend Return 8.97% 88% B+ 62% D
Total Return 0.82% 41% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 10.89% 41% F 75% C
Risk Adjusted Return 82.35% 96% N/A 94% 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.