USNZ:NYE-DBX ETF Trust - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USD)

ETF | Others |

Last Closing

USD 38.1

Change

+0.00 (+0.01)%

Market Cap

USD 0.22B

Volume

500.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is comprised of large and mid-capitalization companies in the United States that meet certain ESG criteria. The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers incorporated in the United States and as considered by the Advisor to be aligned with the Paris Agreement and consistent with the Net Zero Investment Framework. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing USNZ

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 23.53% 83% B 78% C+
Dividend Return 0.92% 17% F 15% F
Total Return 24.45% 82% B 76% C+
Trailing 12 Months  
Capital Gain 31.55% 82% B 77% C+
Dividend Return 1.42% 24% F 18% F
Total Return 32.98% 82% B 75% 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 12.75% 92% A 72% C
Dividend Return 13.16% 91% A- 68% D+
Total Return 0.41% 24% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 12.80% 35% F 72% C
Risk Adjusted Return 102.80% 99% N/A 97% N/A
Market Capitalization 0.22B 74% 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:
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.