ducovest

DYNF:NYE-BlackRock US Equity Factor Rotation (USD)

ETF | Large Blend |

Last Closing

USD 47.93

Change

-0.50 (-1.03)%

Market Cap

USD 9.74B

Volume

1.15M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-11 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

N/A

 USD 408.46B
SCHX Schwab U.S. Large-Cap ETF

N/A

 USD 43.07B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

 USD 40.65B
GSLC Goldman Sachs ActiveBeta® U.S..

N/A

 USD 12.29B
SPTM SPDR® Portfolio S&P 1500 Comp..

N/A

 USD 8.50B
SPLV Invesco S&P 500® Low Volatili..

N/A

 USD 7.08B
JQUA JPMorgan U.S. Quality Factor E..

N/A

 USD 4.39B
SCHK Schwab 1000 ETF

N/A

 USD 3.52B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.45B
DIVO Amplify CWP Enhanced Dividend ..

N/A

 USD 3.33B

ETFs Containing DYNF

VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.02% 94% A 88% B+
Dividend Return 0.27% 4% F 5% F
Total Return 21.29% 95% A 87% B+
Trailing 12 Months  
Capital Gain 30.85% 96% N/A 88% B+
Dividend Return 0.76% 7% C- 9% A-
Total Return 31.61% 96% N/A 88% B+
Trailing 5 Years  
Capital Gain 78.88% 58% F 83% B
Dividend Return 9.27% 82% B 35% F
Total Return 88.15% 61% D- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 12.92% 54% F 76% C+
Dividend Return 14.71% 65% D 75% C
Total Return 1.80% 92% A 42% F
Risk Return Profile  
Volatility (Standard Deviation) 20.52% 24% F 51% F
Risk Adjusted Return 71.71% 36% F 88% B+
Market Capitalization 9.74B 80% B- 84% B

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.