ducovest

BFOR:NYE-Barron's 400 ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 73.72

Change

0.00 (0.00)%

Market Cap

USD 0.15B

Volume

3.46K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the underlying index.

Company Website : http://www.alpsfunds.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-20 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth..

N/A

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VOT Vanguard Mid-Cap Growth Index ..

N/A

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IJK iShares S&P Mid-Cap 400 Growth..

N/A

 USD 9.57B
XMMO Invesco S&P MidCap Momentum ET..

N/A

 USD 2.66B
IVOG Vanguard S&P Mid-Cap 400 Growt..

N/A

 USD 1.11B
CWS AdvisorShares Focused Equity E..

N/A

 USD 0.18B
ETHO Amplify ETF Trust

N/A

 USD 0.18B
IPO Renaissance IPO ETF

N/A

 USD 0.16B
PEXL Pacer US Export Leaders ETF

N/A

 USD 0.07B
HAIL SPDR S&P Kensho Smart Mobility

N/A

 USD 0.04B

ETFs Containing BFOR

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 18.52% 94% A 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.52% 94% A 74% C
Trailing 12 Months  
Capital Gain 35.81% 78% C+ 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.81% 78% C+ 75% C
Trailing 5 Years  
Capital Gain 83.34% 78% C+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 83.34% 78% C+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 15.09% 83% B 77% C+
Dividend Return 16.30% 89% A- 76% C+
Total Return 1.22% 100% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 22.98% 78% C+ 46% F
Risk Adjusted Return 70.95% 83% B 85% B
Market Capitalization 0.15B 33% F 32% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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:
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.