FXZ:NYE-First Trust Materials AlphaDEX® Fund (USD)

ETF | Natural Resources |

Last Closing

USD 62.98

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.08M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

ETFs Containing FXZ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Natural Resources) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.67% 16% F 17% F
Dividend Return 1.00% 50% F 16% F
Total Return -7.67% 21% F 16% F
Trailing 12 Months  
Capital Gain 0.51% 42% F 21% F
Dividend Return 1.59% 16% F 22% F
Total Return 2.11% 37% F 19% F
Trailing 5 Years  
Capital Gain 60.79% 68% D+ 75% C
Dividend Return 11.78% 32% F 36% F
Total Return 72.57% 68% D+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 19.30% 74% C 80% B-
Dividend Return 20.94% 74% C 80% B-
Total Return 1.64% 26% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 27.47% 42% F 40% F
Risk Adjusted Return 76.24% 89% A- 87% B+
Market Capitalization N/A N/A N/A N/A N/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.

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.