FPX:NYE-First Trust US Equity Opportunities ETF (USD)

ETF | Large Growth |

Last Closing

USD 109.23

Change

+2.17 (+2.03)%

Market Cap

N/A

Volume

9.60K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+2.39 (+2.36%)

USD 31.77B
VOOG Vanguard S&P 500 Growth Index ..

+8.31 (+2.48%)

USD 12.40B
IWY iShares Russell Top 200 Growth..

+5.27 (+2.47%)

USD 11.51B
SPGP Invesco S&P 500 GARP ETF

+2.00 (+1.95%)

USD 4.33B
JMOM JPMorgan U.S. Momentum Factor ..

+1.03 (+1.85%)

USD 1.11B
FQAL Fidelity® Quality Factor ETF

+1.01 (+1.59%)

USD 1.03B
QGRO American Century U.S. Quality ..

+1.48 (+1.67%)

USD 0.88B
SFY SoFi Select 500

+0.40 (+1.98%)

USD 0.86B
BIBL Northern Lights Fund Trust IV ..

+0.73 (+1.83%)

USD 0.34B
GVIP Goldman Sachs Hedge Industry V..

+2.35 (+2.02%)

USD 0.28B

ETFs Containing FPX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.91% 13% F 68% D+
Dividend Return 0.01% 9% A- 1% F
Total Return 13.92% 13% F 61% D-
Trailing 12 Months  
Capital Gain 33.55% 32% F 82% B
Dividend Return 0.11% 4% F 1% F
Total Return 33.66% 32% F 79% B-
Trailing 5 Years  
Capital Gain 40.45% 12% F 67% D+
Dividend Return 2.16% 21% F 6% D-
Total Return 42.61% 12% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.24% 20% F 67% D+
Dividend Return 9.62% 20% F 62% D
Total Return 0.38% 21% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 31.79% 16% F 32% F
Risk Adjusted Return 30.27% 12% F 49% F
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:

There is nothing we particularly like

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.

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.

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.