ducovest

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

ETF | Others |

Last Closing

USD 47.13

Change

0.00 (0.00)%

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.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-16 )

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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 1% 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 20.75% 96% N/A 81% B-
Dividend Return 20.75% 96% N/A 80% B-
Total Return 0.00% N/A F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 19.51% 17% F 56% F
Risk Adjusted Return 106.34% 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.