RECS:NYE-Columbia ETF Trust I - Columbia Research Enhanced Core ETF (USD)

ETF | Others |

Last Closing

USD 34.65

Change

+0.02 (+0.06)%

Market Cap

USD 1.23B

Volume

0.26M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing RECS

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 25.05% 90% A- 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.05% 91% A- 82% B
Trailing 12 Months  
Capital Gain 40.74% 87% B+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.74% 87% B+ 80% B-
Trailing 5 Years  
Capital Gain 69.99% 75% C 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 69.99% 75% C 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.02% 91% A- 71% C-
Dividend Return 12.92% 92% A 68% D+
Total Return 0.90% 43% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 21.12% 14% F 51% F
Risk Adjusted Return 61.16% 73% C 77% C+
Market Capitalization 1.23B 91% A- 60% D-

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:
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.