ducovest

CWS:NYE-AdvisorShares Focused Equity ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 69.179

Change

0.00 (0.00)%

Market Cap

USD 0.18B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It invests at least 80% of its net assets in equity securities. The Advisor allocates the fund's portfolio investments using research obtained from a model developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality.

Company Website : http://www.advisorshares.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Mid-Cap Growth

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VOT Vanguard Mid-Cap Growth Index ..

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IJK iShares S&P Mid-Cap 400 Growth..

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XMMO Invesco S&P MidCap Momentum ET..

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 USD 2.88B
IVOG Vanguard S&P Mid-Cap 400 Growt..

N/A

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ETHO Amplify ETF Trust

N/A

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BFOR Barron's 400 ETF

N/A

 USD 0.16B
IPO Renaissance IPO ETF

N/A

 USD 0.16B
PEXL Pacer US Export Leaders ETF

N/A

 USD 0.07B
HAIL SPDR S&P Kensho Smart Mobility

N/A

 USD 0.03B

ETFs Containing CWS

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 16.62% 38% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.62% 38% F 65% D
Trailing 12 Months  
Capital Gain 28.11% 67% D+ 75% C
Dividend Return 0.27% 17% F 3% F
Total Return 28.38% 39% F 71% C-
Trailing 5 Years  
Capital Gain 89.17% 89% A- 83% B
Dividend Return 2.01% 11% F 5% F
Total Return 91.18% 89% A- 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 15.39% 72% C 76% C+
Dividend Return 15.58% 72% C 73% C
Total Return 0.19% 22% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 14.33% 94% A 69% C-
Risk Adjusted Return 108.76% 100% F 98% N/A
Market Capitalization 0.18B 58% F 35% 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.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.