ducovest

CWS:NYE-AdvisorShares Focused Equity ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 70.238

Change

0.00 (0.00)%

Market Cap

USD 0.18B

Volume

0.03M

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.

Company Website : http://www.advisorshares.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 )

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IVOG Vanguard S&P Mid-Cap 400 Growt..

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ETHO Amplify ETF Trust

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IPO Renaissance IPO ETF

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BFOR Barron's 400 ETF

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PEXL Pacer US Export Leaders ETF

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HAIL SPDR S&P Kensho Smart Mobility

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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 18.41% 88% B+ 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.41% 88% B+ 73% C
Trailing 12 Months  
Capital Gain 39.42% 89% A- 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.42% 89% A- 78% C+
Trailing 5 Years  
Capital Gain 98.39% 94% A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 98.39% 94% A 83% B
Average Annual (5 Year Horizon)  
Capital Gain 14.95% 72% C 77% C+
Dividend Return 15.15% 72% C 74% C
Total Return 0.20% 22% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 14.03% 94% A 68% D+
Risk Adjusted Return 107.92% 100% F 98% N/A
Market Capitalization 0.18B 58% F 35% 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.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.