PHEQ:NYE-Morgan Stanley ETF Trust (USD)

ETF | Others |

Last Closing

USD 27.8399

Change

-1.05 (-3.62)%

Market Cap

USD 0.09B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
PHEQ VTI
  • VTI
Relative Returns (From:    To: 2025-04-03 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.26 (-1.45%)

USD 65.72B
SGOV iShares® 0-3 Month Treasury B..

+0.05 (+0.05%)

USD 40.47B
JEPI JPMorgan Equity Premium Income..

+0.52 (+0.97%)

USD 36.19B
DFAC Dimensional U.S. Core Equity 2..

+0.48 (+1.57%)

USD 32.11B
JPST JPMorgan Ultra-Short Income ET..

+0.03 (+0.06%)

USD 31.44B
DTB DTE Energy Company 2020 Series

-0.42 (-2.40%)

USD 26.58B
JAAA Janus Detroit Street Trust - J..

+0.05 (+0.10%)

USD 21.14B
GBTC Grayscale Bitcoin Trust (BTC)

+3.45 (+5.49%)

USD 16.17B
CGDV Capital Group Dividend Value E..

+0.50 (+1.49%)

USD 15.10B
DFUS Dimensional U.S. Equity ETF

+0.91 (+1.60%)

USD 13.68B

ETFs Containing PHEQ

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 -5.64% 35% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.64% 35% F 39% F
Trailing 12 Months  
Capital Gain 3.07% 70% C- 64% D
Dividend Return 0.60% 13% F 9% A-
Total Return 3.68% 54% F 52% F
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 4.11% 61% D- 49% F
Dividend Return 4.26% 56% F 42% F
Total Return 0.15% 10% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 6.59% 69% C- 87% B+
Risk Adjusted Return 64.64% 70% C- 77% C+
Market Capitalization 0.09B 56% F 26% F

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:

There is nothing we particularly like

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.