IWFG:NYE-IQ Winslow Focused Large Cap Growth ETF (USD)

ETF | Others |

Last Closing

USD 47.3488

Change

-1.71 (-3.48)%

Market Cap

USD 0.01B

Volume

130.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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IWFG VTI
  • VTI
Relative Returns (From:    To: 2025-01-27 )

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ETFs Containing IWFG

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 1.23% 43% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.23% 43% F 40% F
Trailing 12 Months  
Capital Gain 22.68% 87% B+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.68% 84% B 77% 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 21.73% 96% N/A 82% B
Dividend Return 21.76% 96% N/A 80% B-
Total Return 0.03% 4% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 18.98% 18% F 57% F
Risk Adjusted Return 114.69% 100% F 98% N/A
Market Capitalization 0.01B 19% F 7% C-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.