ducovest

EQRR:NSD-ProShares Equities for Rising Rates ETF (USD)

ETF | Large Value |

Last Closing

USD 56.5875

Change

-0.32 (-0.56)%

Market Cap

USD 0.01B

Volume

2.11K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-30 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
IUSV iShares Core S&P U.S. Value ET..

-0.40 (-0.43%)

 USD 24.31B
RDVY First Trust Rising Dividend Ac..

-0.15 (-0.25%)

 USD 12.71B
VONV Vanguard Russell 1000 Value In..

-0.11 (-0.14%)

 USD 9.85B
FTA First Trust Large Cap Value Al..

-0.12 (-0.16%)

 USD 1.21B
CDC VictoryShares US EQ Income Enh..

+0.02 (+0.03%)

 USD 0.77B
PFM Invesco Dividend Achievers ETF

-0.15 (-0.33%)

 USD 0.71B
LVHD Legg Mason Low Volatility High..

-0.18 (-0.47%)

 USD 0.54B
CDL VictoryShares US Large Cap Hig..

+0.02 (+0.04%)

 USD 0.34B
VSMV VictoryShares US Multi-Factor ..

-0.26 (-0.54%)

 USD 0.12B
RNDV First Trust US Equity Dividend..

-0.03 (-0.09%)

 USD 0.05B

ETFs Containing EQRR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.16% 4% F 59% D-
Dividend Return 1.72% 54% F 31% F
Total Return 6.88% 4% F 58% F
Trailing 12 Months  
Capital Gain 5.16% 4% F 59% D-
Dividend Return 1.72% 54% F 31% F
Total Return 6.88% 4% F 58% F
Trailing 5 Years  
Capital Gain 29.91% 42% F 68% D+
Dividend Return 12.16% 63% D 47% F
Total Return 42.07% 19% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 18.79% 100% F 72% C
Dividend Return 21.15% 100% F 74% C
Total Return 2.36% 62% D 56% F
Risk Return Profile  
Volatility (Standard Deviation) 26.87% 8% B- 67% D+
Risk Adjusted Return 78.69% 77% C+ 90% A-
Market Capitalization 0.01B 5% F 14% 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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.

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.