RDVY:NSD-First Trust Rising Dividend Achievers ETF (USD)

ETF | Large Value |

Last Closing

USD 61.9

Change

0.00 (0.00)%

Market Cap

USD 12.90B

Volume

0.87M

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 common stock and depositary receipts that comprise the index. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization companies with a history of raising their dividends while exhibiting the characteristics to continue to do so in the future by including companies with strong cash balances, low debt and increasing earnings.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

ETFs Containing RDVY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.80% 100% F 76% C+
Dividend Return 1.31% 17% F 27% F
Total Return 21.11% 100% F 75% C
Trailing 12 Months  
Capital Gain 30.81% 100% F 75% C
Dividend Return 2.15% 33% F 32% F
Total Return 32.96% 100% F 74% C
Trailing 5 Years  
Capital Gain 79.42% 100% F 80% B-
Dividend Return 11.78% 33% F 42% F
Total Return 91.20% 100% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 16.42% 92% A 70% C-
Dividend Return 18.04% 92% A 70% C-
Total Return 1.62% 31% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 23.50% 15% F 72% C
Risk Adjusted Return 76.77% 85% B 90% A-
Market Capitalization 12.90B 91% A- 94% 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:
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.

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.