CDEI:NYE-Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity Equity and Inclusion Index ETF (USD)

ETF | Others |

Last Closing

USD 69.335

Change

+0.22 (+0.31)%

Market Cap

N/A

Volume

600.00

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-08-27 )

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ETFs Containing CDEI

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 13.21% 74% C 72% C
Dividend Return 0.70% 25% F 18% F
Total Return 13.91% 73% C 68% D+
Trailing 12 Months  
Capital Gain 21.47% 80% B- 76% C+
Dividend Return 1.55% 33% F 23% F
Total Return 23.02% 80% B- 74% 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 7.84% 85% B 64% D
Dividend Return 8.00% 83% B 58% F
Total Return 0.16% 10% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 10.96% 42% F 76% C+
Risk Adjusted Return 72.98% 85% B 87% B+
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.