HUSV:NYE-First Trust Horizon Managed Volatility Domestic ETF (USD)

ETF | Large Blend |

Last Closing

USD 39.03

Change

+0.09 (+0.22)%

Market Cap

N/A

Volume

3.40K

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: 2024-11-13 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.14 (-0.05%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

+0.01 (+0.04%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

+0.03 (+0.04%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.03 (+0.03%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

+0.02 (+0.04%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.03 (-0.04%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

+0.12 (+0.16%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

-0.02 (-0.03%)

USD 5.05B
SCHK Schwab 1000 ETF

-0.01 (-0.03%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+0.11 (+0.09%)

USD 3.66B

ETFs Containing HUSV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.31% 11% F 66% D+
Dividend Return 0.82% 20% F 12% F
Total Return 17.13% 10% F 63% D
Trailing 12 Months  
Capital Gain 20.21% 8% B- 62% D
Dividend Return 1.42% 32% F 18% F
Total Return 21.62% 7% C- 57% F
Trailing 5 Years  
Capital Gain 42.13% 14% F 67% D+
Dividend Return 8.75% 29% F 24% F
Total Return 50.89% 11% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 8.24% 15% F 62% D
Dividend Return 9.77% 14% F 60% D-
Total Return 1.53% 83% B 37% F
Risk Return Profile  
Volatility (Standard Deviation) 11.55% 94% A 76% C+
Risk Adjusted Return 84.64% 72% C 92% A
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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.