FLDR:BATS-Fidelity® Low Duration Bond Factor ETF (USD)

ETF | Others |

Last Closing

USD 50.08

Change

+0.03 (+0.06)%

Market Cap

N/A

Volume

0.14M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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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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ETFs Containing FLDR

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 0.37% 21% F 23% F
Dividend Return 5.90% 83% B 85% B
Total Return 6.27% 31% F 33% F
Trailing 12 Months  
Capital Gain -0.04% 20% F 22% F
Dividend Return 6.36% 84% B 86% B+
Total Return 6.32% 31% F 34% F
Trailing 5 Years  
Capital Gain -1.34% 26% F 28% F
Dividend Return 15.04% 66% D+ 68% D+
Total Return 13.70% 26% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -0.35% 17% F 16% F
Dividend Return 1.95% 25% F 24% F
Total Return 2.30% 76% C+ 75% C
Risk Return Profile  
Volatility (Standard Deviation) 2.96% 92% A 93% A
Risk Adjusted Return 65.97% 62% D 63% D
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials ()

Quarterly Financials ()

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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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:
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.