HUSV:NYE-First Trust Horizon Managed Volatility Domestic ETF (USD)

ETF | Large Blend |

Last Closing

USD 38.0472

Change

-0.05 (-0.14)%

Market Cap

N/A

Volume

3.70K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.71 (-0.25%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

-0.06 (-0.26%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

-0.22 (-0.32%)

USD 48.55B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.25 (-0.22%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

-0.08 (-0.16%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.21 (-0.30%)

USD 9.30B
SPLV Invesco S&P 500® Low Volatili..

+0.13 (+0.18%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

-0.17 (-0.30%)

USD 5.10B
SCHK Schwab 1000 ETF

-0.08 (-0.29%)

USD 3.87B
SUSA iShares MSCI USA ESG Select

-0.55 (-0.46%)

USD 3.72B

ETFs Containing HUSV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.38% 36% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.38% 40% F 69% C-
Trailing 12 Months  
Capital Gain 21.87% 31% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.87% 31% F 62% D
Trailing 5 Years  
Capital Gain 38.53% 36% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.53% 36% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.07% 15% F 62% D
Dividend Return 9.60% 14% F 60% D-
Total Return 1.53% 83% B 36% F
Risk Return Profile  
Volatility (Standard Deviation) 11.53% 94% A 75% C
Risk Adjusted Return 83.30% 71% C- 91% A-
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:
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:
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.