ducovest

UTRN:NYE-Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (USD)

ETF | Large Blend |

Last Closing

USD 31.5887

Change

+0.04 (+0.12)%

Market Cap

USD 0.03B

Volume

2.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is designed to measure the performance of a portfolio of 25 securities selected from the Solactive 500 that the index provider believes will most likely benefit from the "short-term reversal" effect, as determined by applying a proprietary algorithm. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in large capitalization securities issued by a U.S. company or a company economically tied to the U.S.

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 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 UTRN

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 32.78% 99% N/A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.78% 99% N/A 85% B
Trailing 12 Months  
Capital Gain 36.05% 94% A 81% B-
Dividend Return 2.82% 97% N/A 39% F
Total Return 38.87% 96% N/A 82% B
Trailing 5 Years  
Capital Gain 15.96% 6% D- 55% F
Dividend Return 44.67% 100% F 94% A
Total Return 60.63% 15% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 1.59% 3% F 40% F
Dividend Return 5.16% 7% C- 46% F
Total Return 3.57% 97% N/A 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 23.58% 15% F 47% F
Risk Adjusted Return 21.90% 4% F 39% F
Market Capitalization 0.03B 10% F 13% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.

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.