RECS:NYE-Columbia ETF Trust I - Columbia Research Enhanced Core ETF (USD)

ETF | Others |

Last Closing

USD 33.91

Change

+0.16 (+0.47)%

Market Cap

USD 0.97B

Volume

0.59M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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DFAC Dimensional U.S. Core Equity 2..

+0.10 (+0.29%)

USD 31.07B
DTB DTE Energy Company 2020 Series

-0.32 (-1.48%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

N/A

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SGOV iShares® 0-3 Month Treasury B..

N/A

USD 25.64B
GBTC Grayscale Bitcoin Trust (BTC)

-1.81 (-3.46%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

+0.39 (+0.41%)

USD 13.60B
JAAA Janus Detroit Street Trust - J..

-0.01 (-0.02%)

USD 12.46B
DFUV Dimensional US Marketwide Valu..

+0.10 (+0.24%)

USD 11.30B

ETFs Containing RECS

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 22.37% 91% A- 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.37% 89% A- 79% B-
Trailing 12 Months  
Capital Gain 34.94% 89% A- 80% B-
Dividend Return 1.10% 14% F 13% F
Total Return 36.04% 88% B+ 78% C+
Trailing 5 Years  
Capital Gain 75.91% 92% A 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 75.91% 92% A 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.63% N/A N/A 71% C-
Dividend Return 12.52% N/A N/A 68% D+
Total Return 0.89% N/A N/A 21% F
Risk Return Profile  
Volatility (Standard Deviation) 20.86% N/A N/A 50% F
Risk Adjusted Return 60.03% N/A N/A 76% C+
Market Capitalization 0.97B 89% A- 55% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike