SHRY:NSD-First Trust Bloomberg Shareholder Yield ETF (USD)

ETF | Others |

Last Closing

USD 39.285

Change

+0.60 (+1.54)%

Market Cap

USD 0.02B

Volume

120.00

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-04-24 )

Largest Industry Peers for Others

ETFs Containing SHRY

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 -1.14% 55% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.14% 54% F 65% D
Trailing 12 Months  
Capital Gain 6.66% 73% C 67% D+
Dividend Return 0.87% 28% F 21% F
Total Return 7.54% 72% C 66% D+
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 0.59% 50% F 44% F
Dividend Return 0.65% 39% F 39% F
Total Return 0.06% 7% C- 3% F
Risk Return Profile  
Volatility (Standard Deviation) 2.17% 93% A 99% N/A
Risk Adjusted Return 29.84% 50% F 64% D
Market Capitalization 0.02B 36% F 18% F

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:
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:
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.

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.