ducovest

BOUT:NYE-Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 39.62

Change

-0.55 (-1.38)%

Market Cap

USD 0.01B

Volume

3.60K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in the equity securities that comprise the index. The index seeks to provide opportunistic investment exposure to those stocks with the potential to break out, or experience a period of sustained price growth beyond the stock"s recent "resistance level," with consideration for various market conditions. The fund is non-diversified.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth..

-0.47 (-0.36%)

 USD 17.18B
VOT Vanguard Mid-Cap Growth Index ..

-0.72 (-0.27%)

 USD 15.44B
IJK iShares S&P Mid-Cap 400 Growth..

-0.56 (-0.58%)

 USD 9.26B
XMMO Invesco S&P MidCap Momentum ET..

-0.86 (-0.66%)

 USD 2.88B
IVOG Vanguard S&P Mid-Cap 400 Growt..

-0.86 (-0.71%)

 USD 1.16B
CWS AdvisorShares Focused Equity E..

-0.15 (-0.21%)

 USD 0.18B
ETHO Amplify ETF Trust

-0.23 (-0.36%)

 USD 0.18B
BFOR Barron's 400 ETF

-0.42 (-0.54%)

 USD 0.16B
IPO Renaissance IPO ETF

-0.14 (-0.30%)

 USD 0.16B
PEXL Pacer US Export Leaders ETF

-0.31 (-0.62%)

 USD 0.07B

ETFs Containing BOUT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.78% 38% F 73% C
Dividend Return 0.02% 9% A- 1% F
Total Return 19.80% 31% F 68% D+
Trailing 12 Months  
Capital Gain 30.83% 61% D- 76% C+
Dividend Return 1.46% 83% B 19% F
Total Return 32.29% 67% D+ 74% C
Trailing 5 Years  
Capital Gain 100.40% 94% A 85% B
Dividend Return 4.25% 44% F 10% F
Total Return 104.66% 94% A 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.48% 83% B 77% C+
Dividend Return 16.04% 78% C+ 74% C
Total Return 0.56% 44% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 27.57% 44% F 39% F
Risk Adjusted Return 58.20% 72% C 75% C
Market Capitalization 0.01B 8% B- 9% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.