FPX:NYE-First Trust US Equity Opportunities ETF (USD)

ETF | Large Growth |

Last Closing

USD 114.24

Change

+0.78 (+0.68)%

Market Cap

N/A

Volume

6.49K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.21 (+0.79%)

USD 33.94B
VOOG Vanguard S&P 500 Growth Index ..

+2.88 (+0.82%)

USD 13.35B
IWY iShares Russell Top 200 Growth..

+1.97 (+0.88%)

USD 12.20B
SPGP Invesco S&P 500 GARP ETF

-0.54 (-0.51%)

USD 4.15B
JMOM JPMorgan U.S. Momentum Factor ..

+0.32 (+0.55%)

USD 1.17B
FQAL Fidelity® Quality Factor ETF

+0.13 (+0.20%)

USD 1.08B
SFY SoFi Select 500

+0.39 (+0.36%)

USD 0.93B
QGRO American Century U.S. Quality ..

+0.55 (+0.59%)

USD 0.92B
BIBL Northern Lights Fund Trust IV ..

+0.15 (+0.37%)

USD 0.34B
FDMO Fidelity® Momentum Factor ETF

+0.42 (+0.63%)

USD 0.33B

ETFs Containing FPX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.14% 29% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.14% 29% F 77% C+
Trailing 12 Months  
Capital Gain 48.60% 72% C 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 48.60% 72% C 83% B
Trailing 5 Years  
Capital Gain 48.63% 28% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 48.63% 28% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.37% 24% F 65% D
Dividend Return 9.74% 24% F 60% D-
Total Return 0.38% 28% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 31.90% 20% F 33% F
Risk Adjusted Return 30.55% 8% B- 47% F
Market Capitalization N/A N/A N/A N/A N/A

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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.