HUSV:NYE-First Trust Horizon Managed Volatility Domestic ETF (USD)

ETF | Large Blend |

Last Closing

USD 38.23

Change

+0.24 (+0.63)%

Market Cap

N/A

Volume

5.40K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+0.70 (+0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.04 (-0.06%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.37 (+0.33%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.19 (+0.39%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.07 (-0.10%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

+0.34 (+0.48%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

+0.16 (+0.28%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.11 (+0.20%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.32 (+0.27%)

USD 3.70B

ETFs Containing HUSV

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 13.92% 20% F 69% C-
Dividend Return 0.48% 10% F 9% A-
Total Return 14.40% 19% F 64% D
Trailing 12 Months  
Capital Gain 20.70% 12% F 63% D
Dividend Return 1.09% 23% F 14% F
Total Return 21.79% 12% F 57% F
Trailing 5 Years  
Capital Gain 39.40% 16% F 66% D+
Dividend Return 7.62% 46% F 25% F
Total Return 47.02% 15% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 7.57% 15% F 63% D
Dividend Return 9.11% 14% F 60% D-
Total Return 1.54% 82% B 35% F
Risk Return Profile  
Volatility (Standard Deviation) 11.39% 95% A 74% C
Risk Adjusted Return 79.99% 64% D 90% 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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 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.