ducovest

WOMN:NYE-Impact Shares YWCA Women's Empowerment ETF (USD)

ETF | Large Blend |

Last Closing

USD 38.15

Change

+0.02 (+0.05)%

Market Cap

USD 0.06B

Volume

3.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will, under normal circumstances, invest at least 80% of its total assets plus any borrowings for investment purposes (the 80% basket) in component securities of the underlying index. The underlying index is designed to measure the performance of U.S. large and mid-capitalization companies that are empowering to women, and to exhibit risk and return characteristics similar to those of the Morningstar U.S. Large-Mid Cap ® Index (the parent index).

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.70 (-0.25%)

 USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.19 (-0.29%)

 USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

-0.20 (-0.30%)

 USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.40 (-0.36%)

 USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.22 (-0.45%)

 USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.18 (-0.26%)

 USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

-0.51 (-0.71%)

 USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

-0.27 (-0.48%)

 USD 4.91B
SCHK Schwab 1000 ETF

-0.18 (-0.33%)

 USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.43 (-0.36%)

 USD 3.65B

ETFs Containing WOMN

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 14.53% 31% F 73% C
Dividend Return 0.49% 17% F 9% A-
Total Return 15.02% 29% F 68% D+
Trailing 12 Months  
Capital Gain 23.21% 38% F 73% C
Dividend Return 1.96% 90% A- 31% F
Total Return 25.17% 39% F 72% C
Trailing 5 Years  
Capital Gain 80.29% 53% F 82% B
Dividend Return 19.26% 98% N/A 67% D+
Total Return 99.55% 88% B+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.08% 53% F 75% C
Dividend Return 16.63% 94% A 77% C+
Total Return 3.55% 96% N/A 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 22.38% 10% F 46% F
Risk Adjusted Return 74.33% 46% F 87% B+
Market Capitalization 0.06B 28% F 21% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.

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.