Values as of: 2024-10-29
ETF | Health |
Last Closing
USD 38.9336Change
-0.09 (-0.24)%Market Cap
USD 0.12BVolume
4.27KAnalyst Target
N/AVerdict
Verdict
The fund employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. It will normally invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index is comprised of small and mid-cap stocks of biotechnology companies that have one or more drugs in either Phase II or Phase III of the U.S. Food and Drug Administration clinical trials.
Company Website : http://www.alpsfunds.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XLV | Health Care Select Sector SPDR.. |
-0.41 (-0.28%) |
USD 40.26B |
| FHLC | Fidelity® MSCI Health Care In.. |
-0.09 (-0.13%) |
USD 2.86B |
| FXH | First Trust Health Care AlphaD.. |
+0.53 (+0.49%) |
USD 1.18B |
| XHE | SPDR® S&P Health Care Equipme.. |
+0.34 (+0.39%) |
USD 0.21B |
| IDNA | iShares Genomics Immunology an.. |
+0.16 (+0.67%) |
USD 0.14B |
| XHS | SPDR® S&P Health Care Service.. |
+1.33 (+1.42%) |
USD 0.08B |
| HTEC | Robo Global® Healthcare Techn.. |
+0.05 (+0.16%) |
USD 0.05B |
| BBP | Virtus LifeSci Biotech Product.. |
+0.26 (+0.41%) |
USD 0.02B |
| BBC | Virtus LifeSci Biotech Clinica.. |
-0.14 (-0.47%) |
USD 0.01B |
| IHE | iShares U.S. Pharmaceuticals E.. |
N/A |
N/A |
N/A
| Market Performance vs. Industry/Classification (Health) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 18.19% | 95% | A | 74% | C | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 18.19% | 95% | A | 75% | C | ||
| Trailing 12 Months | |||||||
| Capital Gain | 58.59% | 95% | A | 86% | B+ | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 58.59% | 95% | A | 86% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 11.59% | 52% | F | 58% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 11.59% | 52% | F | 59% | D- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -0.33% | 19% | F | 31% | F | ||
| Dividend Return | -0.29% | 14% | F | 21% | F | ||
| Total Return | 0.04% | 16% | F | 2% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 27.23% | 29% | F | 39% | F | ||
| Risk Adjusted Return | -1.05% | 19% | F | 22% | F | ||
| Market Capitalization | 0.12B | 50% | F | 30% | F | ||
| 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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
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.
