ROUS:NYE-Hartford Multifactor US Equity ETF (USD)

ETF | Large Value |

Last Closing

USD 51.54

Change

+0.62 (+1.22)%

Market Cap

N/A

Volume

0.01M

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 Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.73 (+0.87%)

USD 59.54B
DGRO iShares Core Dividend Growth E..

+0.54 (+0.87%)

USD 29.45B
FNDX Schwab Fundamental U.S. Large ..

+0.98 (+1.39%)

USD 16.34B
SCHV Schwab U.S. Large-Cap Value ET..

+0.72 (+0.91%)

USD 11.60B
SPYD SPDR® Portfolio S&P 500 High ..

+0.10 (+0.22%)

USD 6.57B
VOOV Vanguard S&P 500 Value Index F..

+1.37 (+0.73%)

USD 5.09B
SPHD Invesco S&P 500® High Dividen..

-0.03 (-0.06%)

USD 3.86B
FDVV Fidelity® High Dividend ETF

+0.56 (+1.12%)

USD 3.50B
IWX iShares Russell Top 200 Value ..

+0.77 (+0.96%)

USD 3.13B
LRGF iShares U.S. Equity Factor ETF

+0.95 (+1.65%)

USD 2.10B

ETFs Containing ROUS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.16% 90% A- 76% C+
Dividend Return 0.73% 10% F 17% F
Total Return 17.90% 78% C+ 72% C
Trailing 12 Months  
Capital Gain 26.61% 83% B 74% C
Dividend Return 1.92% 43% F 30% F
Total Return 28.53% 83% B 71% C-
Trailing 5 Years  
Capital Gain 59.42% 71% C- 75% C
Dividend Return 9.55% 20% F 33% F
Total Return 68.97% 60% D- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.76% 65% D 70% C-
Dividend Return 12.51% 55% F 69% C-
Total Return 1.74% 32% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 14.57% 75% C 65% D
Risk Adjusted Return 85.84% 80% B- 93% 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.