ARP:NYE-Advisors Inner Circle Fund II - Pmv Adaptive Risk Parity Etf (USD)

ETF | Others |

Last Closing

USD 28.3

Change

+0.15 (+0.54)%

Market Cap

USD 0.02B

Volume

100.00

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: 2024-09-12 )

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DTB DTE Energy Company 2020 Series

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

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DFUV Dimensional US Marketwide Valu..

-0.01 (-0.02%)

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ETFs Containing ARP

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 12.56% 75% C 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.56% 71% C- 65% D
Trailing 12 Months  
Capital Gain 10.47% 49% F 50% F
Dividend Return 2.62% 46% F 39% F
Total Return 13.09% 50% F 48% F
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 2.73% 64% D 49% F
Dividend Return 3.78% 63% D 44% F
Total Return 1.05% 47% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 5.10% 76% C+ 91% A-
Risk Adjusted Return 74.09% 85% B 87% B+
Market Capitalization 0.02B 33% F 12% 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.

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:
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.