XCLR:NYE-Global X S&P 500® Collar 95-110 ETF (USD)

ETF | Others |

Last Closing

USD 31.199

Change

+0.17 (+0.54)%

Market Cap

USD 2.15M

Volume

300.00

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: 2024-07-05 )

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GBTC Grayscale Bitcoin Trust (BTC)

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SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

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ETFs Containing XCLR

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 14.79% 84% B 83% B
Dividend Return 0.57% 18% F 13% F
Total Return 15.36% 83% B 81% B-
Trailing 12 Months  
Capital Gain 21.85% 82% B 79% B-
Dividend Return 1.39% 28% F 19% F
Total Return 23.24% 82% B 78% C+
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 2.31% 65% D 50% F
Dividend Return 2.91% 62% D 43% F
Total Return 0.61% 33% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 9.22% 50% F 79% B-
Risk Adjusted Return 31.59% 58% F 53% F
Market Capitalization 2.15M 3% F 1% 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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.