FXZ:NYE-First Trust Materials AlphaDEX® Fund (USD)

ETF | Natural Resources |

Last Closing

USD 64.63

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.05M

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: 2024-09-21 )

ETFs Containing FXZ

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Market Performance

  Market Performance vs. Industry/Classification (Natural Resources) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.28% 21% F 17% F
Dividend Return 0.59% 38% F 12% F
Total Return -5.69% 21% F 16% F
Trailing 12 Months  
Capital Gain 3.54% 47% F 26% F
Dividend Return 1.14% 26% F 15% F
Total Return 4.69% 37% F 22% F
Trailing 5 Years  
Capital Gain 72.58% 79% B- 79% B-
Dividend Return 11.35% 47% F 41% F
Total Return 83.93% 74% C 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 19.23% 74% C 82% B
Dividend Return 20.90% 74% C 82% B
Total Return 1.67% 26% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 27.49% 37% F 37% F
Risk Adjusted Return 76.02% 89% A- 88% B+
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.