XRLX:NYE-FundX Investment Trust (USD)

ETF | Others |

Last Closing

USD 44.673

Change

0.00 (0.00)%

Market Cap

USD 0.06B

Volume

1.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-09 )

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ETFs Containing XRLX

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 18.04% 69% C- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.04% 69% C- 70% C-
Trailing 12 Months  
Capital Gain 22.43% 60% D- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.43% 60% D- 61% D-
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 1.82% 53% F 41% F
Dividend Return 1.82% 45% F 32% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 6.17% 73% C 89% A-
Risk Adjusted Return 29.43% 45% F 46% F
Market Capitalization 0.06B 50% F 21% 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:

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.