RVER:NYE-Advisor Managed Portfolios (USD)

ETF | Others |

Last Closing

USD 27.3

Change

+0.18 (+0.66)%

Market Cap

USD 0.06B

Volume

9.60K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is actively managed and seeks capital appreciation by investing in securities that River1 Asset Management LLC believes have an above-average probability of outperforming the S&P 500® Index over all time horizons. Its investable universe is comprised of all U.S. listed equity securities. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-05 )

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ETFs Containing RVER

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 -8.14% 17% F 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.14% 17% F 25% F
Trailing 12 Months  
Capital Gain 10.08% 85% B 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.08% 81% B- 71% C-
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 0.35% 39% F 37% F
Dividend Return 0.35% 26% F 25% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 1.81% 95% A 99% N/A
Risk Adjusted Return 19.26% 34% F 38% F
Market Capitalization 0.06B 50% F 22% 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.