ducovest

FVC:NSD-First Trust Dorsey Wright Dynamic Focus 5 ETF (USD)

ETF | Large Blend |

Last Closing

USD 35.16

Change

0.00 (0.00)%

Market Cap

USD 0.15B

Volume

2.49K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will normally invest at least 80% of its net assets in the ETFs that comprise the index. The index is designed to provide targeted exposure to the five First Trust sector and industry-based ETFs that the index determines offer the greatest potential to outperform the other First Trust sector and industry-based ETFs and that satisfy certain trading volume and liquidity requirements.

Company Website : http://www.ftportfolios.com/

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

N/A

 USD 14.50B
ESGU iShares ESG Aware MSCI USA ETF

N/A

 USD 13.32B
FTCS First Trust Capital Strength E..

N/A

 USD 9.02B
VONE Vanguard Russell 1000 Index Fu..

N/A

 USD 5.13B
VTHR Vanguard Russell 3000 Index Fu..

N/A

 USD 2.61B
USMC Principal U.S. Mega-Cap ETF

N/A

 USD 2.48B
FEX First Trust Large Cap Core Alp..

N/A

 USD 1.26B
PKW Invesco BuyBack Achievers ETF

N/A

 USD 1.19B
SUSL iShares ESG MSCI USA Leaders E..

N/A

 USD 1.09B
CATH Global X S&P 500® Catholic Va..

N/A

 USD 0.93B

ETFs Containing FVC

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 7.27% 5% F 64% D
Dividend Return 0.63% 42% F 16% F
Total Return 7.90% 5% F 62% D
Trailing 12 Months  
Capital Gain 13.68% 5% F 62% D
Dividend Return 1.43% 58% F 23% F
Total Return 15.11% 5% F 60% D-
Trailing 5 Years  
Capital Gain 31.59% 5% F 66% D+
Dividend Return 5.42% 11% F 17% F
Total Return 37.01% 5% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 7.98% 11% F 63% D
Dividend Return 8.87% 11% F 62% D
Total Return 0.89% 5% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 18.24% 58% F 79% B-
Risk Adjusted Return 48.62% 11% F 78% C+
Market Capitalization 0.15B 16% F 44% 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:

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.