RECS:NYE-Columbia ETF Trust I - Columbia Research Enhanced Core ETF (USD)

ETF | Others |

Last Closing

USD 35.18

Change

0.00 (0.00)%

Market Cap

USD 1.26B

Volume

0.43M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

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 RECS

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 26.96% 91% A- 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.96% 89% A- 82% B
Trailing 12 Months  
Capital Gain 33.26% 89% A- 81% B-
Dividend Return 1.05% 14% F 11% F
Total Return 34.31% 88% B+ 79% B-
Trailing 5 Years  
Capital Gain 68.44% 79% B- 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 68.44% 78% C+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.37% 91% A- 71% C-
Dividend Return 13.27% 91% A- 68% D+
Total Return 0.90% 45% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 21.31% 15% F 52% F
Risk Adjusted Return 62.25% 73% C 77% C+
Market Capitalization 1.26B 91% A- 61% D-

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.