FPX:NYE-First Trust US Equity Opportunities ETF (USD)

ETF | Large Growth |

Last Closing

USD 110.11

Change

-0.22 (-0.20)%

Market Cap

N/A

Volume

8.20K

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: 2024-09-24 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.43 (+0.42%)

USD 31.77B
VOOG Vanguard S&P 500 Growth Index ..

+1.96 (+0.57%)

USD 12.93B
IWY iShares Russell Top 200 Growth..

+0.94 (+0.43%)

USD 11.51B
SPGP Invesco S&P 500 GARP ETF

+0.23 (+0.22%)

USD 4.27B
JMOM JPMorgan U.S. Momentum Factor ..

+0.04 (+0.07%)

USD 1.26B
QQQE Direxion NASDAQ-100 Equal Weig..

+0.11 (+0.12%)

USD 1.20B
FQAL Fidelity® Quality Factor ETF

+0.23 (+0.35%)

USD 1.05B
QGRO American Century U.S. Quality ..

+0.29 (+0.32%)

USD 0.89B
SFY SoFi Select 500

+0.14 (+0.68%)

USD 0.87B
BIBL Northern Lights Fund Trust IV ..

+0.21 (+0.51%)

USD 0.34B

ETFs Containing FPX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.83% 16% F 70% C-
Dividend Return 0.01% 8% B- 1% F
Total Return 14.84% 16% F 63% D
Trailing 12 Months  
Capital Gain 35.30% 35% F 81% B-
Dividend Return 0.04% 8% B- 1% F
Total Return 35.34% 35% F 78% C+
Trailing 5 Years  
Capital Gain 44.09% 15% F 67% D+
Dividend Return 1.94% 15% F 6% D-
Total Return 46.02% 15% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 9.28% 23% F 67% D+
Dividend Return 9.66% 23% F 61% D-
Total Return 0.38% 20% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 31.81% 19% F 32% F
Risk Adjusted Return 30.37% 15% F 48% F
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:

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.

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.

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.