ducovest

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

ETF | Large Blend |

Last Closing

USD 32.69

Change

-0.21 (-0.63)%

Market Cap

USD 0.05B

Volume

828.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ U.S. Large Mid Cap Index TM that exhibit the lowest levels of volatility while still maintaining high levels of relative strength.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

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FTCS First Trust Capital Strength E..

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VONE Vanguard Russell 1000 Index Fu..

-0.61 (-0.24%)

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VTHR Vanguard Russell 3000 Index Fu..

-0.99 (-0.40%)

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USMC Principal U.S. Mega-Cap ETF

-0.22 (-0.39%)

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FEX First Trust Large Cap Core Alp..

-0.37 (-0.36%)

 USD 1.23B
PKW Invesco BuyBack Achievers ETF

+0.13 (+0.12%)

 USD 1.15B
SUSL iShares ESG MSCI USA Leaders E..

-0.48 (-0.48%)

 USD 1.09B
CATH Global X S&P 500® Catholic Va..

-0.15 (-0.22%)

 USD 0.90B

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 19.61% 100% F 80% B-
Dividend Return 0.35% 16% F 9% A-
Total Return 19.97% 95% A 79% B-
Trailing 12 Months  
Capital Gain 26.56% 74% C 76% C+
Dividend Return 0.99% 5% F 15% F
Total Return 27.55% 68% D+ 75% C
Trailing 5 Years  
Capital Gain 44.01% 16% F 71% C-
Dividend Return 4.64% 5% F 15% F
Total Return 48.65% 11% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.67% 16% F 64% D
Dividend Return 9.56% 16% F 63% D
Total Return 0.89% 11% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 14.99% 79% B- 83% B
Risk Adjusted Return 63.80% 16% F 85% B
Market Capitalization 0.05B 5% F 27% 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.