HSMV:NYE-First Trust Horizon Managed Volatility Small/Mid ETF (USD)

ETF | Others |

Last Closing

USD 37.366

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

300.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.

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 HSMV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.42% 72% C 70% C-
Dividend Return 0.83% 13% F 12% F
Total Return 17.25% 71% C- 66% D+
Trailing 12 Months  
Capital Gain 23.86% 72% C 69% C-
Dividend Return 1.48% 26% F 19% F
Total Return 25.33% 72% C 66% D+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 5.27% 71% C- 53% F
Dividend Return 6.23% 71% C- 49% F
Total Return 0.96% 47% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 12.69% 36% F 73% C
Risk Adjusted Return 49.09% 63% D 66% D+
Market Capitalization 0.02B 32% F 12% 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:

There is nothing we particularly like

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.

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.