GDVD:NYE-Principal Active Global Dividend Income ETF (USD)

ETF | Others |

Last Closing

USD 24.744

Change

+0.00 (+0.01)%

Market Cap

USD 0.04B

Volume

500.00

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: 2024-07-01 )

Largest Industry Peers for Others

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DFAC Dimensional U.S. Core Equity 2..

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DTB DTB

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

+0.03 (+0.03%)

USD 22.81B
AVUV Avantis® U.S. Small Cap Value..

N/A

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JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

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DFUV Dimensional US Marketwide Valu..

-0.05 (-0.13%)

USD 10.39B

ETFs Containing GDVD

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 5.45% 63% D 65% D
Dividend Return 1.54% 46% F 41% F
Total Return 6.99% 65% D 64% D
Trailing 12 Months  
Capital Gain 9.49% 64% D 65% D
Dividend Return 2.29% 42% F 34% F
Total Return 11.78% 65% D 62% D
Trailing 5 Years  
Capital Gain -11.31% 33% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.31% 33% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain 1.42% 65% D 48% F
Dividend Return 3.19% 69% C- 45% F
Total Return 1.77% 70% C- 42% F
Risk Return Profile  
Volatility (Standard Deviation) 3.92% 84% B 93% A
Risk Adjusted Return 81.27% 96% N/A 94% A
Market Capitalization 0.04B 43% F 15% 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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.