FVD:NYE-First Trust Value Line® Dividend Index Fund (USD)

ETF | Large Value |

Last Closing

USD 43.4

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.50M

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: 2025-01-09 )

ETFs Containing FVD

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 -0.55% 10% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.55% 10% F 29% F
Trailing 12 Months  
Capital Gain 7.72% 6% D- 57% F
Dividend Return 1.73% 36% F 28% F
Total Return 9.45% 6% D- 52% F
Trailing 5 Years  
Capital Gain 20.89% 10% F 61% D-
Dividend Return 11.39% 22% F 36% F
Total Return 32.28% 6% D- 58% F
Average Annual (5 Year Horizon)  
Capital Gain 8.06% 6% D- 60% D-
Dividend Return 10.17% 4% F 59% D-
Total Return 2.11% 62% D 50% F
Risk Return Profile  
Volatility (Standard Deviation) 13.20% 96% N/A 72% C
Risk Adjusted Return 77.08% 38% F 86% B+
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:
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:
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.