FPX:NYE-First Trust US Equity Opportunities ETF (USD)

ETF | Large Growth |

Last Closing

USD 121.3

Change

-1.92 (-1.56)%

Market Cap

N/A

Volume

0.02M

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: 2024-11-14 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.23 (-0.83%)

USD 33.93B
VOOG Vanguard S&P 500 Growth Index ..

-2.63 (-0.72%)

USD 14.12B
IWY iShares Russell Top 200 Growth..

-1.35 (-0.58%)

USD 12.09B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

USD 4.32B
JMOM JPMorgan U.S. Momentum Factor ..

-0.61 (-1.01%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

-0.37 (-0.55%)

USD 1.12B
QGRO American Century U.S. Quality ..

-1.05 (-1.04%)

USD 1.01B
SFY SoFi Select 500

-0.70 (-0.63%)

USD 0.98B
FDMO Fidelity® Momentum Factor ETF

-0.74 (-1.04%)

USD 0.36B
BIBL Northern Lights Fund Trust IV ..

-0.37 (-0.88%)

USD 0.33B

ETFs Containing FPX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.50% 21% F 82% B
Dividend Return 0.01% 9% A- 1% F
Total Return 26.51% 21% F 80% B-
Trailing 12 Months  
Capital Gain 42.24% 88% B+ 85% B
Dividend Return 0.04% 4% F 1% F
Total Return 42.27% 84% B 84% B
Trailing 5 Years  
Capital Gain 54.35% 16% F 72% C
Dividend Return 2.28% 12% F 6% D-
Total Return 56.63% 12% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.45% 28% F 64% D
Dividend Return 9.83% 28% F 60% D-
Total Return 0.37% 28% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 31.99% 20% F 33% F
Risk Adjusted Return 30.72% 12% F 47% F
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:

There is nothing we particularly like

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.

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.