SRHQ:NYE-Elevation Series Trust - SRH U.S. Quality ETF (USD)

ETF | Others |

Last Closing

USD 37.271

Change

-0.25 (-0.66)%

Market Cap

N/A

Volume

100.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.34 (+1.80%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.04 (-0.07%)

USD 37.61B
DFAC Dimensional U.S. Core Equity 2..

-0.03 (-0.09%)

USD 33.40B
SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

USD 28.50B
JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

USD 28.13B
DTB DTE Energy Company 2020 Series

+0.42 (+2.31%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

+3.19 (+4.31%)

USD 21.47B
JAAA Janus Detroit Street Trust - J..

+0.04 (+0.08%)

USD 16.06B
AVUV Avantis® U.S. Small Cap Value..

-0.15 (-0.16%)

USD 15.95B
DFUS Dimensional U.S. Equity ETF

-0.11 (-0.17%)

USD 13.15B

ETFs Containing SRHQ

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 15.87% 73% C 74% C
Dividend Return 0.61% 7% C- 7% C-
Total Return 16.49% 71% C- 69% C-
Trailing 12 Months  
Capital Gain 15.87% 73% C 74% C
Dividend Return 0.61% 7% C- 7% C-
Total Return 16.49% 71% C- 69% 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 11.02% 88% B+ 67% D+
Dividend Return 11.39% 87% B+ 63% D
Total Return 0.37% 27% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 11.82% 43% F 76% C+
Risk Adjusted Return 96.38% 95% A 95% A
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 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.