SRHQ:NYE-Elevation Series Trust - SRH U.S. Quality ETF (USD)

ETF | Others |

Last Closing

USD 35.89

Change

+0.40 (+1.13)%

Market Cap

N/A

Volume

100.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-30 )

ETFs Containing SRHQ

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 11.58% 77% C+ 72% C
Dividend Return 0.43% 12% F 9% A-
Total Return 12.01% 76% C+ 68% D+
Trailing 12 Months  
Capital Gain 18.60% 86% B+ 79% B-
Dividend Return 0.91% 16% F 12% F
Total Return 19.51% 85% B 77% 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 7.69% 87% B+ 65% D
Dividend Return 8.01% 86% B+ 59% D-
Total Return 0.32% 18% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 9.90% 48% F 77% C+
Risk Adjusted Return 80.90% 92% A 92% A
Market Capitalization N/A N/A N/A N/A N/A

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.