FPX:NYE-First Trust US Equity Opportunities ETF (USD)

ETF | Large Growth |

Last Closing

USD 121.95

Change

-3.18 (-2.54)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-07 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.56 (-1.95%)

USD 37.86B
VOOG Vanguard S&P 500 Growth Index ..

-6.88 (-1.83%)

USD 17.70B
IWY iShares Russell Top 200 Growth..

-4.74 (-1.97%)

USD 14.23B
SPGP Invesco S&P 500 GARP ETF

-0.18 (-0.17%)

USD 4.74B
JMOM JPMorgan U.S. Momentum Factor ..

-0.54 (-0.91%)

USD 1.29B
QGRO American Century U.S. Quality ..

-1.58 (-1.54%)

USD 1.14B
FQAL Fidelity® Quality Factor ETF

-0.63 (-0.95%)

USD 1.07B
SFY SoFi Select 500

-2.03 (-1.81%)

USD 0.97B
FDMO Fidelity® Momentum Factor ETF

-1.05 (-1.47%)

USD 0.38B
BIBL Northern Lights Fund Trust IV ..

-0.15 (-0.38%)

USD 0.33B

ETFs Containing FPX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.04% 100% F 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.04% 100% F 79% B-
Trailing 12 Months  
Capital Gain 31.13% 33% F 86% B+
Dividend Return 0.01% 4% F N/A F
Total Return 31.14% 33% F 85% B
Trailing 5 Years  
Capital Gain 48.76% 16% F 74% C
Dividend Return 1.98% 12% F 5% F
Total Return 50.74% 12% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.20% 24% F 63% D
Dividend Return 9.57% 24% F 57% F
Total Return 0.37% 28% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 31.75% 20% F 33% F
Risk Adjusted Return 30.15% 12% F 44% F
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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

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.