WINN:NYE-Harbor Long-Term Growers ETF (USD)

ETF | Others |

Last Closing

USD 25.61

Change

+0.03 (+0.12)%

Market Cap

USD 0.57B

Volume

0.13M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies that the sub-advisor believes to have above-average prospects for long-term growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing WINN

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 23.90% 94% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.90% 92% A 82% B
Trailing 12 Months  
Capital Gain 41.96% 94% A 86% B+
Dividend Return 0.07% 1% F 2% F
Total Return 42.03% 93% A 83% B
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 17.44% N/A N/A 81% B-
Dividend Return 17.46% N/A N/A 78% C+
Total Return 0.02% N/A N/A 1% F
Risk Return Profile  
Volatility (Standard Deviation) 20.43% N/A N/A 51% F
Risk Adjusted Return 85.43% N/A N/A 92% A
Market Capitalization 0.57B 84% B 48% 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