ROMO:BATS-Strategy Shares Newfound/ReSolve Robust Momentum ETF (USD)

ETF | Others |

Last Closing

USD 32.591

Change

+0.31 (+0.97)%

Market Cap

USD 0.04B

Volume

1.30K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund employs a passive management investment approach designed to track the total return performance, before fees and expenses, of the Newfound/ReSolve Robust Equity Momentum Index. The index uses a quantitative, rules-based methodology to provide exposure to broad U.S. equity, international equity, and emerging market equity indices, to the extent that such equity indices are exhibiting positive momentum relative to U.S. Treasury market indices.

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 23.47% 89% A- 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.47% 88% B+ 88% B+
Trailing 12 Months  
Capital Gain 20.51% 85% B 85% B
Dividend Return 2.36% 46% F 47% F
Total Return 22.87% 86% B+ 86% B+
Trailing 5 Years  
Capital Gain 23.36% 51% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.36% 42% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 7.13% 69% C- 66% D+
Dividend Return 8.26% 70% C- 66% D+
Total Return 1.12% 47% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 14.69% 25% F 32% F
Risk Adjusted Return 56.22% 52% F 53% F
Market Capitalization 0.04B 52% F 46% 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:

There is nothing we particularly like

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.