FLDR:BATS-Fidelity® Low Duration Bond Factor ETF (USD)

ETF | Others |

Last Closing

USD 49.94

Change

+0.01 (+0.02)%

Market Cap

N/A

Volume

0.09M

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: 2025-01-14 )

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ETFs Containing FLDR

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 0.02% 70% C- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.02% 70% C- 69% C-
Trailing 12 Months  
Capital Gain -0.09% 19% F 20% F
Dividend Return 5.89% 82% B 84% B
Total Return 5.80% 28% F 30% F
Trailing 5 Years  
Capital Gain -1.62% 28% F 30% F
Dividend Return 14.77% 67% D+ 69% C-
Total Return 13.15% 27% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -0.36% 16% F 16% F
Dividend Return 2.04% 27% F 26% F
Total Return 2.39% 77% C+ 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 3.00% 91% A- 92% A
Risk Adjusted Return 67.95% 64% D 65% D
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials ()

Quarterly Financials ()

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.