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

ETF | Large Growth |

Last Closing

USD 129.58

Change

+0.39 (+0.30)%

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: 2025-01-29 )

Largest Industry Peers for Large Growth

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

-0.21 (-0.73%)

USD 37.24B
VOOG Vanguard S&P 500 Growth Index ..

-2.54 (-0.67%)

USD 15.70B
IWY iShares Russell Top 200 Growth..

-1.65 (-0.69%)

USD 14.04B
SPGP Invesco S&P 500 GARP ETF

+0.24 (+0.22%)

USD 3.90B
JMOM JPMorgan U.S. Momentum Factor ..

-0.17 (-0.28%)

USD 1.25B
QGRO American Century U.S. Quality ..

-0.65 (-0.61%)

USD 1.12B
FQAL Fidelity® Quality Factor ETF

-0.10 (-0.15%)

USD 1.09B
SFY SoFi Select 500

-0.96 (-0.86%)

USD 0.96B
FDMO Fidelity® Momentum Factor ETF

-0.35 (-0.48%)

USD 0.45B
GVIP Goldman Sachs Hedge Industry V..

-0.23 (-0.18%)

USD 0.32B

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 8.43% 100% F 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.43% 100% F 89% A-
Trailing 12 Months  
Capital Gain 38.47% 92% A 89% A-
Dividend Return 0.01% 4% F N/A F
Total Return 38.48% 92% A 88% B+
Trailing 5 Years  
Capital Gain 58.04% 16% F 74% C
Dividend Return 1.98% 12% F 5% F
Total Return 60.03% 12% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.97% 20% F 62% D
Dividend Return 9.34% 20% F 57% F
Total Return 0.36% 24% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 31.51% 20% F 33% F
Risk Adjusted Return 29.64% 12% F 43% 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.