DVOL:NSD-First Trust Dorsey Wright Momentum & Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 33.06

Change

-0.01 (-0.03)%

Market Cap

USD 0.05B

Volume

1.78K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Large Blend

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ESGU iShares ESG Aware MSCI USA ETF

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FTCS First Trust Capital Strength E..

+0.07 (+0.08%)

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VONE Vanguard Russell 1000 Index Fu..

-0.20 (-0.07%)

USD 5.09B
VTHR Vanguard Russell 3000 Index Fu..

+0.09 (+0.03%)

USD 2.73B
USMC Principal U.S. Mega-Cap ETF

+0.11 (+0.19%)

USD 2.50B
FEX First Trust Large Cap Core Alp..

+0.01 (+0.01%)

USD 1.28B
PKW Invesco BuyBack Achievers ETF

+0.01 (+0.01%)

USD 1.22B
SUSL iShares ESG MSCI USA Leaders E..

-0.13 (-0.12%)

USD 1.09B
CATH Global X S&P 500® Catholic Va..

+0.05 (+0.07%)

USD 0.90B

ETFs Containing DVOL

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 20.97% 93% A 81% B-
Dividend Return 0.35% 20% F 8% B-
Total Return 21.32% 93% A 80% B-
Trailing 12 Months  
Capital Gain 32.24% 80% B- 77% C+
Dividend Return 0.90% 20% F 13% F
Total Return 33.14% 73% C 77% C+
Trailing 5 Years  
Capital Gain 45.32% 20% F 71% C-
Dividend Return 4.63% 7% C- 14% F
Total Return 49.95% 13% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.81% 16% F 65% D
Dividend Return 9.71% 16% F 64% D
Total Return 0.89% 11% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 15.03% 79% B- 83% B
Risk Adjusted Return 64.59% 16% F 86% B+
Market Capitalization 0.05B 7% C- 28% 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:
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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.