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

ETF | Others |

Last Closing

USD 37.192

Change

+0.52 (+1.40)%

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)

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

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.22 (+1.01%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.36 (+0.61%)

USD 35.41B
DFAC Dimensional U.S. Core Equity 2..

+0.61 (+1.82%)

USD 30.37B
DTB DTE Energy Company 2020 Series

+0.20 (+0.93%)

USD 26.58B
SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

USD 25.69B
JPST JPMorgan Ultra-Short Income ET..

+0.03 (+0.06%)

USD 25.59B
GBTC Grayscale Bitcoin Trust (BTC)

+2.59 (+5.42%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

+2.12 (+2.23%)

USD 13.04B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 12.23B
DFUV Dimensional US Marketwide Valu..

+0.59 (+1.44%)

USD 10.93B

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 15.63% 76% C+ 72% C
Dividend Return 0.43% 12% F 8% B-
Total Return 16.06% 74% C 67% D+
Trailing 12 Months  
Capital Gain 29.78% 82% B 78% C+
Dividend Return 0.71% 11% F 8% B-
Total Return 30.49% 81% B- 75% 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.