BBLU:NYE-Ea Bridgeway Blue Chip ETF (USD)

ETF | Others |

Last Closing

USD 13.27

Change

+0.04 (+0.30)%

Market Cap

USD 0.21B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Bridgeway Capital Management, LLC (the "Sub-Adviser") that seeks to achieve its investment objective by investing primarily in blue-chip stocks, and through some income almost exclusively derived from dividends paid by companies held in the fund"s portfolio.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

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ETFs Containing BBLU

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 27.84% 89% A- 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.84% 88% B+ 81% B-
Trailing 12 Months  
Capital Gain 31.26% 82% B 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.26% 79% B- 73% 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 12.48% 91% A- 71% C-
Dividend Return 12.48% 90% A- 66% D+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.11% 29% F 69% C-
Risk Adjusted Return 88.49% 92% A 93% A
Market Capitalization 0.21B 73% C 37% 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:
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.

What to not like:
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.