INFL:NYE-Horizon Kinetics Inflation Beneficiaries ETF (USD)

ETF | Others |

Last Closing

USD 42.25

Change

+0.46 (+1.10)%

Market Cap

USD 1.20B

Volume

0.08M

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: 2025-05-23 )

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ETFs Containing INFL

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 10.95% 92% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.95% 92% A 85% B
Trailing 12 Months  
Capital Gain 28.07% 97% N/A 90% A-
Dividend Return 0.93% 26% F 19% F
Total Return 29.00% 97% N/A 90% A-
Trailing 5 Years  
Capital Gain -54.42% 8% B- 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -54.42% 8% B- 6% D-
Average Annual (5 Year Horizon)  
Capital Gain -9.66% 4% F 8% B-
Dividend Return -8.74% 4% F 7% C-
Total Return 0.91% 43% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 34.01% 7% C- 26% F
Risk Adjusted Return -25.70% 13% F 11% F
Market Capitalization 1.20B 90% A- 60% 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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.