DVOL:NSD-First Trust Dorsey Wright Momentum & Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 32.4782

Change

+0.06 (+0.18)%

Market Cap

USD 0.05B

Volume

1.15K

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: 2024-08-28 )

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ETFs Containing DVOL

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 18.84% 100% F 80% B-
Dividend Return 0.35% 16% F 9% A-
Total Return 19.19% 100% F 79% B-
Trailing 12 Months  
Capital Gain 24.63% 100% F 78% C+
Dividend Return 0.98% 5% F 15% F
Total Return 25.61% 100% F 78% C+
Trailing 5 Years  
Capital Gain 43.33% 16% F 70% C-
Dividend Return 4.65% 5% F 14% F
Total Return 47.98% 11% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.32% 16% F 64% D
Dividend Return 9.20% 16% F 63% D
Total Return 0.88% 11% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 14.90% 79% B- 83% B
Risk Adjusted Return 61.75% 16% F 85% B
Market Capitalization 0.05B 5% F 26% 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.