XFLX:NYE-FundX Investment Trust (USD)

ETF | Others |

Last Closing

USD 25.0747

Change

+0.03 (+0.14)%

Market Cap

USD 0.06B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The ETF is an ETF-of-ETFs and as such invests primarily in other ETFs. The underlying ETFs, in turn, invest primarily in individual securities such as common stocks and corporate or government bonds. Under normal market conditions, the ETF will invest predominately in Bond underlying ETFs of varying maturity, credit quality (including high-yield securities, or "junk bonds") and regional exposure.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

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ETFs Containing XFLX

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 4.20% 41% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.20% 25% F 32% F
Trailing 12 Months  
Capital Gain 3.18% 26% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.18% 11% F 20% F
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 0.47% 40% F 34% F
Dividend Return 0.47% 30% F 24% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 1.47% 98% N/A 99% N/A
Risk Adjusted Return 31.98% 46% F 48% F
Market Capitalization 0.06B 52% F 22% 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:
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:
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.