AVUS:NYE-Avantis® U.S. Equity ETF (USD)

ETF | Others |

Last Closing

USD 96.11

Change

-0.12 (-0.12)%

Market Cap

USD 7.53B

Volume

0.21M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies. It also may invest in derivative instruments such as futures contracts, currency forwards, and swap agreements.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

N/A

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GBTC Grayscale Bitcoin Trust (BTC)

-0.59 (-1.02%)

USD 14.72B
AVUV Avantis® U.S. Small Cap Value..

+0.14 (+0.15%)

USD 14.31B
JAAA Janus Detroit Street Trust - J..

+0.04 (+0.08%)

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CGDV Capital Group Dividend Value E..

+0.06 (+0.17%)

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ETFs Containing AVUS

AVGE Avantis All Equity Market.. 43.89 % 0.00 %

-0.14 (-0.19%)

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 17.85% 79% B- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.85% 79% B- 75% C
Trailing 12 Months  
Capital Gain 34.34% 80% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 34.34% 80% B- 75% C
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 15.62% 94% A 78% C+
Dividend Return 16.63% 94% A 76% C+
Total Return 1.01% 47% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 20.44% 15% F 53% F
Risk Adjusted Return 81.38% 88% B+ 90% A-
Market Capitalization 7.53B 98% N/A 83% B

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.