ducovest

HFXI:NYE-IQ 50 Percent Hedged FTSE International ETF (USD)

ETF | Foreign Large Blend |

Last Closing

USD 26.23

Change

0.00 (0.00)%

Market Cap

USD 0.80B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index is an equity benchmark of international stocks from developed markets, with approximately half of the currency exposure of the securities included in the underlying index hedged against the U.S. dollar on a monthly basis. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities and other instruments included in its underlying index.

Company Website : http://www.indexiq.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 Foreign Large Blend

Symbol Name Price(Change) Market Cap
SCHF Schwab International Equity ET..

N/A

 USD 40.36B
SPDW SPDR S&P World ex US

N/A

 USD 20.66B
IDEV iShares Core MSCI Internationa..

N/A

 USD 14.38B
IQLT iShares MSCI Intl Quality Fact..

N/A

 USD 7.95B
DBEF Xtrackers MSCI EAFE Hedged Equ..

N/A

 USD 6.49B
INTF iShares Edge MSCI Multifactor ..

N/A

 USD 1.20B
QEFA SPDR® MSCI EAFE StrategicFact..

N/A

 USD 0.94B
JHMD John Hancock Multifactor Devel..

N/A

 USD 0.70B
MFDX PIMCO RAFI Dynamic Multi-Facto..

N/A

 USD 0.28B
QINT American Century Quality Diver..

N/A

 USD 0.24B

ETFs Containing HFXI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.47% 83% B 48% F
Dividend Return 1.76% 32% F 33% F
Total Return 7.23% 83% B 42% F
Trailing 12 Months  
Capital Gain 9.70% 83% B 46% F
Dividend Return 2.64% 17% F 37% F
Total Return 12.35% 69% C- 41% F
Trailing 5 Years  
Capital Gain 23.27% 100% F 59% D-
Dividend Return 15.84% 61% D- 51% F
Total Return 39.11% 90% A- 57% F
Average Annual (5 Year Horizon)  
Capital Gain 8.39% 97% N/A 62% D
Dividend Return 10.51% 90% A- 61% D-
Total Return 2.13% 24% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 14.93% 76% C+ 67% D+
Risk Adjusted Return 70.42% 90% A- 83% B
Market Capitalization 0.80B 61% D- 54% 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.

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.