XCOR:NYE-FundX ETF (USD)

ETF | Others |

Last Closing

USD 68.5209

Change

+0.02 (+0.03)%

Market Cap

USD 0.15B

Volume

4.07K

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: 2024-07-16 )

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

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GBTC Grayscale Bitcoin Trust (BTC)

-0.99 (-1.96%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

-0.64 (-0.67%)

USD 12.55B
JAAA Janus Detroit Street Trust - J..

N/A

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DFUV Dimensional US Marketwide Valu..

-0.11 (-0.27%)

USD 11.01B

ETFs Containing XCOR

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 23.82% 92% A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.82% 92% A 87% B+
Trailing 12 Months  
Capital Gain 29.33% 93% A 86% B+
Dividend Return 0.99% 18% F 13% F
Total Return 30.32% 92% A 85% 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 7.83% 87% B+ 65% D
Dividend Return 8.17% 87% B+ 60% D-
Total Return 0.34% 21% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 11.80% 35% F 72% C
Risk Adjusted Return 69.20% 87% B+ 87% B+
Market Capitalization 0.15B 69% C- 30% 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.