FDM:NYE-First Trust Dow Jones Select MicroCap Index Fund (USD)

ETF | Small Value |

Last Closing

USD 69.18

Change

+0.83 (+1.21)%

Market Cap

N/A

Volume

5.50K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

+0.77 (+0.38%)

USD 31.14B
IJS iShares S&P Small-Cap 600 Valu..

+0.81 (+0.74%)

USD 7.70B
DES WisdomTree U.S. SmallCap Divid..

+0.16 (+0.46%)

USD 2.18B
XSVM Invesco S&P SmallCap Value wit..

+0.32 (+0.58%)

USD 1.01B
XSLV Invesco S&P SmallCap Low Volat..

+0.37 (+0.78%)

USD 0.31B
PXSV Invesco S&P SmallCap Value wit..

+0.32 (+0.58%)

N/A
SLYV SPDR® S&P 600 Small Cap Value..

+0.56 (+0.64%)

N/A
RFV Invesco S&P MidCap 400® Pure ..

+0.73 (+0.60%)

N/A
VIOV Vanguard S&P Small-Cap 600 Val..

+0.44 (+0.47%)

N/A
RWJ Invesco S&P SmallCap 600 Reven..

+0.43 (+0.94%)

N/A

ETFs Containing FDM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.78% 100% F 66% D+
Dividend Return 1.26% 27% F 20% F
Total Return 14.04% 100% F 62% D
Trailing 12 Months  
Capital Gain 11.13% 100% F 64% D
Dividend Return 1.24% 27% F 20% F
Total Return 12.37% 91% A- 59% D-
Trailing 5 Years  
Capital Gain 36.05% 38% F 68% D+
Dividend Return 8.60% 23% F 25% F
Total Return 44.65% 23% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 14.38% 54% F 74% C
Dividend Return 16.02% 62% D 73% C
Total Return 1.64% 77% C+ 40% F
Risk Return Profile  
Volatility (Standard Deviation) 27.02% 69% C- 40% F
Risk Adjusted Return 59.27% 69% C- 74% C
Market Capitalization N/A N/A N/A N/A N/A

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 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.

What to not like:

There is nothing we particularly dislike