DUBS:BATS-Aptus Large Cap Enhanced Yield ETF (USD)

ETF | Others |

Last Closing

USD 33.39

Change

+0.37 (+1.12)%

Market Cap

USD 0.21B

Volume

9.03K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective through a hybrid equity and equity-linked note ("ELN") strategy. Under normal circumstances, at least 80% of the fund"s net assets (plus borrowings for investment purposes) will be invested in equity securities of large cap companies.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-24 )

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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 25.00% 90% A- 90% A-
Dividend Return 2.11% 40% F 42% F
Total Return 27.11% 91% A- 91% A-
Trailing 12 Months  
Capital Gain 24.03% 89% A- 89% A-
Dividend Return 2.94% 53% F 55% F
Total Return 26.97% 90% A- 90% A-
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 8.02% 74% C 71% C-
Dividend Return 8.26% 70% C- 67% D+
Total Return 0.24% 9% A- 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 12.03% 36% F 42% F
Risk Adjusted Return 68.65% 65% D 66% D+
Market Capitalization 0.21B 81% B- 73% C

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.