ducovest

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

ETF | Large Value |

Last Closing

USD 51.3879

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Large Value

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

N/A

 USD 62.10B
DGRO iShares Core Dividend Growth E..

N/A

 USD 30.27B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 17.06B
SCHV Schwab U.S. Large-Cap Value ET..

N/A

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

N/A

 USD 6.72B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 5.22B
SPHD Invesco S&P 500® High Dividen..

N/A

 USD 3.92B
FDVV Fidelity® High Dividend ETF

N/A

 USD 3.58B
IWX iShares Russell Top 200 Value ..

N/A

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

N/A

 USD 2.22B

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 16.82% 88% B+ 76% C+
Dividend Return 0.73% 10% F 17% F
Total Return 17.55% 80% B- 72% C
Trailing 12 Months  
Capital Gain 26.21% 80% B- 73% C
Dividend Return 1.92% 36% F 31% F
Total Return 28.14% 78% C+ 71% C-
Trailing 5 Years  
Capital Gain 58.90% 71% C- 75% C
Dividend Return 9.55% 25% F 34% F
Total Return 68.45% 59% D- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.89% 63% D 70% C-
Dividend Return 12.63% 54% F 69% C-
Total Return 1.75% 33% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 14.57% 75% C 65% D
Risk Adjusted Return 86.69% 79% 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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.