OCEN:NYE-IndexIQ ETF Trust - IQ Clean Oceans ETF (USD)

ETF | Others |

Last Closing

USD 20.623

Change

+0.08 (+0.36)%

Market Cap

USD 4.76M

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index incorporates thematic selection criteria designed to provide exposure to equity securities of companies that help to protect and/or achieve a cleaner ocean through reduced pollution and increased resource efficiency. The fund is non-diversified.

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 OCEN

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 -7.79% 8% B- 20% F
Dividend Return 1.47% 31% F 24% F
Total Return -6.32% 6% D- 19% F
Trailing 12 Months  
Capital Gain -7.71% 8% B- 20% F
Dividend Return 1.47% 32% F 24% F
Total Return -6.24% 6% D- 19% 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 1.43% 48% F 38% F
Dividend Return 2.34% 45% F 33% F
Total Return 0.90% 46% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 10.48% 50% F 79% B-
Risk Adjusted Return 22.30% 38% F 38% F
Market Capitalization 4.76M 9% A- 3% 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:
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.