PHEQ:NYE-Morgan Stanley ETF Trust (USD)

ETF | Others |

Last Closing

USD 29.0063

Change

-0.04 (-0.14)%

Market Cap

USD 0.04B

Volume

169.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to provide capital appreciation by investing its net assets in equity securities of certain U.S. large capitalization companies that are constituents of the Solactive GBS U.S. 500 at the time of purchase.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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SGOV iShares® 0-3 Month Treasury B..

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ETFs Containing PHEQ

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 11.39% 61% D- 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.39% 63% D 66% D+
Trailing 12 Months  
Capital Gain 18.34% 52% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.34% 53% F 57% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.45% 42% F 36% F
Dividend Return 0.45% 32% F 25% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.86% 91% A- 97% N/A
Risk Adjusted Return 15.66% 36% F 34% F
Market Capitalization 0.04B 45% F 18% 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:
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:
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.

Low market capitalization

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.