EDOW:NYE-First Trust Dow 30 Equal Weight ETF (USD)

ETF | Large Value |

Last Closing

USD 33.57

Change

0.00 (0.00)%

Market Cap

USD 0.23B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-08-03 )

ETFs Containing EDOW

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.98% 4% F 51% F
Dividend Return 0.44% 2% F 9% A-
Total Return 3.42% 2% F 41% F
Trailing 12 Months  
Capital Gain 10.07% 18% F 65% D
Dividend Return 1.60% 14% F 25% F
Total Return 11.67% 10% F 60% D-
Trailing 5 Years  
Capital Gain 42.55% 34% F 69% C-
Dividend Return 8.54% 6% D- 28% F
Total Return 51.09% 24% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.48% 27% F 66% D+
Dividend Return 10.07% 20% F 64% D
Total Return 1.59% 18% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 13.96% 88% B+ 67% D+
Risk Adjusted Return 72.15% 43% F 87% B+
Market Capitalization 0.23B 31% F 37% 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:
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:
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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.