SHOC:NYE-EA Series Trust (USD)

ETF | Others |

Last Closing

USD 47.5666

Change

+3.25 (+7.32)%

Market Cap

USD 0.08B

Volume

1.60K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is a subset of a float-adjusted capitalization weighted index of equity securities covering approximately the largest 99% of the free-float market capitalization in the U.S. stock market stock market. Under normal circumstances, at least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in U.S. semiconductor companies. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing SHOC

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 20.54% 79% B- 78% C+
Dividend Return 0.30% 3% F 3% F
Total Return 20.84% 76% C+ 75% C
Trailing 12 Months  
Capital Gain 19.63% 78% C+ 77% C+
Dividend Return 0.30% 3% F 3% F
Total Return 19.93% 76% C+ 74% C
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 20.81% 95% A 81% B-
Dividend Return 21.01% 95% A 80% B-
Total Return 0.20% 16% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 22.73% 13% F 48% F
Risk Adjusted Return 92.41% 92% A 94% A
Market Capitalization 0.08B 55% F 25% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.