AVRE:NYE- (USD)

ETF | Others |

Last Closing

USD 43.81

Change

+0.01 (+0.02)%

Market Cap

USD 0.56B

Volume

0.05M
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: 2025-05-28 )

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ETFs Containing AVRE

CCMG EA Series Trust 4.83 % 0.00 %

+0.09 (+0.32%)

USD 0.98B
AVGE Avantis All Equity Market.. 2.75 % 0.00 %

+0.27 (+0.32%)

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 4.51% 81% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.51% 81% B- 73% C
Trailing 12 Months  
Capital Gain 9.03% 71% C- 68% D+
Dividend Return 2.52% 59% D- 48% F
Total Return 11.55% 77% C+ 67% 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 -2.77% 19% F 24% F
Dividend Return -1.29% 16% F 18% F
Total Return 1.48% 57% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 11.50% 42% F 74% C
Risk Adjusted Return -11.20% 19% F 17% F
Market Capitalization 0.56B 83% B 50% 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:
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.

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.