SRHQ:NYE-Elevation Series Trust - SRH U.S. Quality ETF (USD)

ETF | Others |

Last Closing

USD 36.677

Change

+0.04 (+0.11)%

Market Cap

N/A

Volume

100.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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AVUV Avantis® U.S. Small Cap Value..

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ETFs Containing SRHQ

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 14.03% 76% C+ 72% C
Dividend Return 0.43% 12% F 8% B-
Total Return 14.46% 74% C 66% D+
Trailing 12 Months  
Capital Gain 25.76% 83% B 77% C+
Dividend Return 0.94% 17% F 12% F
Total Return 26.70% 81% 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 8.48% 87% B+ 65% D
Dividend Return 8.83% 85% B 60% D-
Total Return 0.35% 19% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 10.12% 46% F 78% C+
Risk Adjusted Return 87.30% 93% A 94% A
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.