AESR:BATS-Anfield U.S. Equity Sector Rotation ETF (USD)

ETF | Others |

Last Closing

USD 17.09

Change

+0.30 (+1.78)%

Market Cap

USD 0.13B

Volume

0.02M

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: 2025-05-02 )

ETFs Containing AESR

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 -1.12% 46% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.12% 45% F 44% F
Trailing 12 Months  
Capital Gain 13.48% 92% A 90% A-
Dividend Return 0.20% 3% F 3% F
Total Return 13.68% 90% A- 88% B+
Trailing 5 Years  
Capital Gain 89.56% 84% B 82% B
Dividend Return 13.38% 46% F 49% F
Total Return 102.94% 85% B 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.07% 89% A- 88% B+
Dividend Return 14.10% 91% A- 89% A-
Total Return 2.03% 66% D+ 65% D
Risk Return Profile  
Volatility (Standard Deviation) 17.28% 17% F 21% F
Risk Adjusted Return 81.58% 73% C 74% C
Market Capitalization 0.13B 71% C- 64% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.