FDM:NYE-First Trust Dow Jones Select MicroCap Index Fund (USD)

ETF | Small Value |

Last Closing

USD 70.67

Change

+4.60 (+6.97)%

Market Cap

N/A

Volume

0.01M

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: 2024-11-06 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

+9.07 (+4.48%)

USD 30.69B
IJS iShares S&P Small-Cap 600 Valu..

+6.72 (+6.18%)

USD 7.03B
DES WisdomTree U.S. SmallCap Divid..

+2.31 (+6.67%)

USD 2.01B
XSVM Invesco S&P SmallCap Value wit..

+4.52 (+8.26%)

USD 0.80B
XSLV Invesco S&P SmallCap Low Volat..

+2.87 (+5.99%)

USD 0.31B
PXSV Invesco S&P SmallCap Value wit..

+4.52 (+8.26%)

N/A
SLYV SPDR® S&P 600 Small Cap Value..

+5.37 (+6.11%)

N/A
RFV Invesco S&P MidCap 400® Pure ..

+6.21 (+5.16%)

N/A
VIOV Vanguard S&P Small-Cap 600 Val..

+5.75 (+6.15%)

N/A
RWJ Invesco S&P SmallCap 600 Reven..

+2.73 (+5.99%)

N/A

ETFs Containing FDM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.21% 91% A- 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.21% 91% A- 66% D+
Trailing 12 Months  
Capital Gain 32.61% 85% B 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.61% 85% B 73% C
Trailing 5 Years  
Capital Gain 47.91% 62% D 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 47.91% 62% D 72% C
Average Annual (5 Year Horizon)  
Capital Gain 13.30% 62% D 74% C
Dividend Return 14.90% 62% D 73% C
Total Return 1.61% 77% C+ 39% F
Risk Return Profile  
Volatility (Standard Deviation) 27.25% 69% C- 39% F
Risk Adjusted Return 54.69% 69% C- 72% C
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.

What to not like:

There is nothing we particularly dislike