ducovest

SZNE:NYE-Pacer CFRA-Stovall Equal Weight Seasonal Rotation (USD)

ETF | Large Blend |

Last Closing

USD 37.79

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

2.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index uses an objective, rules-based methodology to track the performance of a semi-annual rotation of certain sectors within the S&P 500 ® Equal Weight Index. The Advisor attempts to invest all, or substantially all, of its assets in the component securities that make up the fund"s underlying index or in one or more ETFs that track the performance of all or a portion of such component securities in the same approximate proportion as in the index.

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 Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

N/A

 USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

N/A

 USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

 USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

N/A

 USD 13.67B
DYNF BlackRock US Equity Factor Rot..

N/A

 USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

N/A

 USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

N/A

 USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

N/A

 USD 5.05B
SCHK Schwab 1000 ETF

N/A

 USD 3.82B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.66B

ETFs Containing SZNE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.92% 3% F 44% F
Dividend Return 0.87% 22% F 13% F
Total Return 4.78% 1% F 34% F
Trailing 12 Months  
Capital Gain 13.54% 6% D- 53% F
Dividend Return 1.39% 28% F 17% F
Total Return 14.92% 4% F 48% F
Trailing 5 Years  
Capital Gain 24.44% 7% C- 60% D-
Dividend Return 6.57% 7% C- 17% F
Total Return 31.02% 6% D- 52% F
Average Annual (5 Year Horizon)  
Capital Gain 9.49% 17% F 64% D
Dividend Return 10.51% 17% F 61% D-
Total Return 1.02% 17% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 19.28% 51% F 57% F
Risk Adjusted Return 54.51% 18% F 71% C-
Market Capitalization 0.03B 14% F 16% 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:
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.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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

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.