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

ETF | Others |

Last Closing

USD 42.6469

Change

+0.20 (+0.47)%

Market Cap

USD 0.06B

Volume

1.57K

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: 2024-07-03 )

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ETFs Containing UDIV

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 15.47% 86% B+ 84% B
Dividend Return 0.95% 35% F 28% F
Total Return 16.42% 87% B+ 83% B
Trailing 12 Months  
Capital Gain 23.77% 86% B+ 82% B
Dividend Return 1.61% 35% F 24% F
Total Return 25.39% 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 8.31% 90% A- 67% D+
Dividend Return 9.13% 90% A- 63% D
Total Return 0.82% 35% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 10.96% 36% F 74% C
Risk Adjusted Return 83.33% 97% N/A 95% A
Market Capitalization 0.06B 53% 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.