CWS:NYE-AdvisorShares Focused Equity ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 68.4117

Change

0.00 (0.00)%

Market Cap

USD 0.17B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It invests at least 80% of its net assets in equity securities. The Advisor allocates the fund's portfolio investments using research obtained from a model developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Mid-Cap Growth

ETFs Containing CWS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.33% 93% A 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.33% 93% A 70% C-
Trailing 12 Months  
Capital Gain 31.13% 88% B+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.13% 88% B+ 76% C+
Trailing 5 Years  
Capital Gain 94.22% 88% B+ 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 94.22% 88% B+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 14.67% N/A N/A 77% C+
Dividend Return 14.87% N/A N/A 73% C
Total Return 0.20% N/A N/A 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 13.85% N/A N/A 67% D+
Risk Adjusted Return 107.36% N/A N/A 98% N/A
Market Capitalization 0.17B 50% F 34% 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:
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.