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

ETF | Others |

Last Closing

USD 25.1501

Change

+0.07 (+0.28)%

Market Cap

USD 0.04B

Volume

3.33K

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: 2024-07-05 )

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

+0.02 (+0.04%)

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DFUV Dimensional US Marketwide Valu..

+0.53 (+1.28%)

USD 11.30B

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 7.18% 64% D 67% D+
Dividend Return 1.54% 48% F 41% F
Total Return 8.72% 66% D+ 66% D+
Trailing 12 Months  
Capital Gain 13.14% 65% D 67% D+
Dividend Return 2.33% 45% F 35% F
Total Return 15.46% 67% D+ 65% D
Trailing 5 Years  
Capital Gain -9.65% 38% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.65% 38% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain 1.50% 61% D- 47% F
Dividend Return 3.27% 64% D 44% F
Total Return 1.77% 71% C- 41% F
Risk Return Profile  
Volatility (Standard Deviation) 3.95% 83% B 93% A
Risk Adjusted Return 82.76% 96% N/A 94% A
Market Capitalization 0.04B 44% 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.