SZNE:NYE-Pacer CFRA-Stovall Equal Weight Seasonal Rotation (USD)

ETF | Large Blend |

Last Closing

USD 38.805

Change

-0.29 (-0.74)%

Market Cap

USD 0.04B

Volume

3.69K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index uses an objective, rules-based methodology to track the performance of a semi-annual rotation of certain sectors within the S&P 500 ® Equal Weight Index. The Advisor attempts to invest all, or substantially all, of its assets in the component securities that make up the fund"s underlying index or in one or more ETFs that track the performance of all or a portion of such component securities in the same approximate proportion as in the index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-2.58 (-0.91%)

USD 439.91B
SPLG SPDR® Portfolio S&P 500 ETF

-0.63 (-0.93%)

USD 46.15B
SCHX Schwab U.S. Large-Cap ETF

-0.62 (-0.91%)

USD 45.97B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.02 (-0.90%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

-0.43 (-0.87%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.61 (-0.87%)

USD 9.16B
SPLV Invesco S&P 500® Low Volatili..

+0.05 (+0.07%)

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E..

-0.35 (-0.62%)

USD 5.08B
SCHK Schwab 1000 ETF

-0.57 (-1.03%)

USD 3.80B
SUSA iShares MSCI USA ESG Select

-1.28 (-1.06%)

USD 3.71B

ETFs Containing SZNE

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 6.71% 5% F 47% F
Dividend Return 0.86% 23% F 14% F
Total Return 7.57% 4% F 40% F
Trailing 12 Months  
Capital Gain 21.89% 8% B- 56% F
Dividend Return 1.45% 34% F 18% F
Total Return 23.34% 7% C- 51% F
Trailing 5 Years  
Capital Gain 36.59% 12% F 63% D
Dividend Return 6.33% 13% F 18% F
Total Return 42.91% 12% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 8.67% N/A N/A 65% D
Dividend Return 9.71% N/A N/A 61% D-
Total Return 1.04% N/A N/A 24% F
Risk Return Profile  
Volatility (Standard Deviation) 19.33% N/A N/A 53% F
Risk Adjusted Return 50.20% N/A N/A 67% D+
Market Capitalization 0.04B 14% F 16% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.