ADPV:NYE-Series Portfolios Trust - Adaptive Select ETF (USD)

ETF | Others |

Last Closing

USD 38.4125

Change

+0.36 (+0.94)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-23 )

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ETFs Containing ADPV

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 7.94% 93% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.94% 93% A 86% B+
Trailing 12 Months  
Capital Gain 52.80% 97% N/A 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 52.80% 97% N/A 92% A
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 13.20% 91% A- 71% C-
Dividend Return 13.21% 89% A- 66% D+
Total Return 0.01% 2% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 18.75% 19% F 58% F
Risk Adjusted Return 70.46% 76% C+ 81% 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:
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.