IWLG:NYE-IQ Winslow Large Cap Growth ETF (USD)

ETF | Others |

Last Closing

USD 47.13

Change

-1.07 (-2.23)%

Market Cap

USD 0.07B

Volume

3.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund invests at least 80% of its net assets in large capitalization companies, which are companies having a market capitalization in excess of" $4 billion at the time of purchase. Typically, the Subadvisor invests substantially all of the fund"s investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in depositary receipts issued by a trust (including ADRs) of foreign securities and in common stocks listed on a foreign exchange that trade on such exchange contemporaneously with the Shares. It 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 Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.02 (-0.10%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.51 (-0.85%)

USD 36.47B
DFAC Dimensional U.S. Core Equity 2..

-0.44 (-1.23%)

USD 31.32B
JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

USD 26.94B
SGOV iShares® 0-3 Month Treasury B..

+0.05 (+0.05%)

USD 26.72B
DTB DTE Energy Company 2020 Series

-0.11 (-0.56%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

+3.31 (+4.76%)

USD 15.23B
AVUV Avantis® U.S. Small Cap Value..

-0.84 (-0.82%)

USD 14.03B
JAAA Janus Detroit Street Trust - J..

+0.05 (+0.10%)

USD 13.91B
CGDV Capital Group Dividend Value E..

-0.33 (-0.91%)

USD 11.53B

ETFs Containing IWLG

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 29.44% 94% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 29.44% 93% A 84% B
Trailing 12 Months  
Capital Gain 38.18% 93% A 85% B
Dividend Return 0.01% 1% F 2% F
Total Return 38.20% 92% A 83% B
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 20.57% 96% N/A 82% B
Dividend Return 20.57% 96% N/A 80% B-
Total Return 0.00% N/A F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 19.49% 17% F 56% F
Risk Adjusted Return 105.55% 99% N/A 98% N/A
Market Capitalization 0.07B 56% F 24% 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.