VSLU:NYE-ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF (USD)

ETF | Others |

Last Closing

USD 35.75

Change

+0.34 (+0.96)%

Market Cap

USD 0.20B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap companies. The Adviser defines large cap companies as companies with market capitalizations of $5 billion or more, measured at the time of purchase. It may also invest in small and mid-cap companies, convertible securities, preferred stocks, rights and warrants. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing VSLU

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 20.25% 88% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.25% 85% B 77% C+
Trailing 12 Months  
Capital Gain 32.07% 87% B+ 80% B-
Dividend Return 0.66% 9% A- 7% C-
Total Return 32.73% 85% B 77% 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 5.81% 78% C+ 58% F
Dividend Return 6.23% 76% C+ 52% F
Total Return 0.42% 23% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 13.92% 28% F 67% D+
Risk Adjusted Return 44.75% 63% D 62% D
Market Capitalization 0.20B 72% C 36% 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:
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.