PHEQ:NYE-Morgan Stanley ETF Trust (USD)

ETF | Others |

Last Closing

USD 29.63

Change

0.00 (0.00)%

Market Cap

USD 0.07B

Volume

6.40K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-28 )

ETFs Containing PHEQ

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 13.79% 67% D+ 69% C-
Dividend Return 0.81% 12% F 10% F
Total Return 14.60% 66% D+ 65% D
Trailing 12 Months  
Capital Gain 13.79% 67% D+ 69% C-
Dividend Return 0.81% 12% F 10% F
Total Return 14.60% 66% D+ 65% D
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 2.52% 53% F 42% F
Dividend Return 2.55% 47% F 34% F
Total Return 0.02% 6% D- 2% F
Risk Return Profile  
Volatility (Standard Deviation) 5.84% 76% C+ 90% A-
Risk Adjusted Return 43.62% 53% F 58% F
Market Capitalization 0.07B 53% F 23% 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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.