FPX:NYE-First Trust US Equity Opportunities ETF (USD)

ETF | Large Growth |

Last Closing

USD 113.98

Change

+3.63 (+3.29)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-05 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.39 (+1.50%)

USD 33.94B
VOOG Vanguard S&P 500 Growth Index ..

+4.90 (+1.42%)

USD 13.35B
IWY iShares Russell Top 200 Growth..

+2.88 (+1.31%)

USD 12.09B
SPGP Invesco S&P 500 GARP ETF

+1.07 (+1.02%)

USD 4.15B
JMOM JPMorgan U.S. Momentum Factor ..

+0.99 (+1.74%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+0.72 (+1.11%)

USD 1.08B
SFY SoFi Select 500

+1.60 (+1.52%)

USD 0.93B
QGRO American Century U.S. Quality ..

+2.01 (+2.19%)

USD 0.92B
BIBL Northern Lights Fund Trust IV ..

+0.50 (+1.25%)

USD 0.33B
FDMO Fidelity® Momentum Factor ETF

+1.13 (+1.70%)

USD 0.33B

ETFs Containing FPX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.87% 33% F 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.87% 33% F 76% C+
Trailing 12 Months  
Capital Gain 38.02% 60% D- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.02% 60% D- 81% B-
Trailing 5 Years  
Capital Gain 49.44% 28% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 49.44% 28% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.43% 24% F 66% D+
Dividend Return 9.81% 24% F 61% D-
Total Return 0.37% 28% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 31.96% 20% F 32% F
Risk Adjusted Return 30.68% 8% B- 48% F
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:

There is nothing we particularly like

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.

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.