BDVG:NYE-Litman Gregory Funds Trust (USD)

ETF | Others |

Last Closing

USD 10.9451

Change

+0.10 (+0.95)%

Market Cap

USD 8.99M

Volume

1.30K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-17 )

ETFs Containing BDVG

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 -4.54% 50% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.54% 49% F 51% F
Trailing 12 Months  
Capital Gain 2.10% 55% F 57% F
Dividend Return 0.85% 21% F 16% F
Total Return 2.95% 42% F 45% 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 5.75% 69% C- 55% F
Dividend Return 6.04% 67% D+ 49% F
Total Return 0.29% 18% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 8.04% 60% D- 83% B
Risk Adjusted Return 75.09% 79% B- 84% B
Market Capitalization 8.99M 16% F 6% D-

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.

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.