FPXE:NSD-First Trust IPOX Europe Equity Opportunities ETF (USD)

ETF | Europe Stock |

Last Closing

USD 25.61

Change

-0.43 (-1.65)%

Market Cap

USD 4.02M

Volume

600.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index seeks to measure the performance of the equity securities of the 100 largest and typically most liquid initial public offerings (IPOs) (including spin-offs and equity carve-outs) of companies that are economically tied to Europe. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Europe Stock

Symbol Name Price(Change) Market Cap
FEP First Trust Europe AlphaDEX® ..

+0.16 (+0.44%)

USD 0.20B
IEUS iShares MSCI Europe Small-Cap ..

+0.01 (+0.02%)

USD 0.10B
FEUZ First Trust Eurozone AlphaDEX..

+0.32 (+0.78%)

USD 0.06B
RFEU First Trust RiverFront Dynamic..

-0.42 (-0.68%)

USD 6.40M

ETFs Containing FPXE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.16% 100% F 70% C-
Dividend Return 1.83% 40% F 37% F
Total Return 15.99% 100% F 70% C-
Trailing 12 Months  
Capital Gain 20.97% 100% F 67% D+
Dividend Return 2.81% 60% D- 41% F
Total Return 23.78% 100% F 67% D+
Trailing 5 Years  
Capital Gain 23.84% 100% F 63% D
Dividend Return 9.26% 20% F 30% F
Total Return 33.09% 100% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 5.82% 60% D- 55% F
Dividend Return 7.26% 20% F 55% F
Total Return 1.43% 20% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 26.33% 40% F 68% D+
Risk Adjusted Return 27.56% 20% F 60% D-
Market Capitalization 4.02M 20% F 6% D-

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.

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 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.

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.