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

ETF | Others |

Last Closing

USD 49.86

Change

+0.05 (+0.09)%

Market Cap

N/A

Volume

0.37M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict
Created with Highstock 5.0.6

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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FLDR
Relative Returns (From:    To: 2025-04-14 )

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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 -0.14% 80% B- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.14% 79% B- 77% C+
Trailing 12 Months  
Capital Gain -0.05% 30% F 31% F
Dividend Return 4.54% 79% B- 80% B-
Total Return 4.49% 55% F 55% F
Trailing 5 Years  
Capital Gain -0.08% 19% F 20% F
Dividend Return 14.48% 50% F 53% F
Total Return 14.40% 18% F 20% F
Average Annual (5 Year Horizon)  
Capital Gain -0.37% 17% F 17% F
Dividend Return 2.35% 30% F 29% F
Total Return 2.72% 79% B- 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 3.07% 88% B+ 89% A-
Risk Adjusted Return 76.37% 68% D+ 69% C-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials ()

Quarterly Financials ()

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 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.