BFOR:NYE-Barron's 400 ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 75.63

Change

0.00 (0.00)%

Market Cap

USD 0.16B

Volume

5.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the underlying index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Mid-Cap Growth

ETFs Containing BFOR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.59% 88% B+ 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.59% 88% B+ 75% C
Trailing 12 Months  
Capital Gain 30.92% 83% B 79% B-
Dividend Return 1.36% 72% C 16% F
Total Return 32.27% 83% B 77% C+
Trailing 5 Years  
Capital Gain 81.89% 83% B 81% B-
Dividend Return 7.34% 89% A- 19% F
Total Return 89.23% 83% B 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 15.55% 83% B 76% C+
Dividend Return 16.77% 89% A- 75% C
Total Return 1.22% 100% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 23.09% 78% C+ 48% F
Risk Adjusted Return 72.64% 83% B 85% B
Market Capitalization 0.16B 42% F 33% 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.

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.