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

ETF | Others |

Last Closing

USD 17.9393

Change

+0.10 (+0.56)%

Market Cap

USD 0.13B

Volume

6.99K

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: 2025-05-30 )

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 3.79% 80% B- 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.79% 80% B- 77% C+
Trailing 12 Months  
Capital Gain 14.12% 92% A 90% A-
Dividend Return 0.19% 3% F 3% F
Total Return 14.31% 90% A- 87% B+
Trailing 5 Years  
Capital Gain 86.09% 85% B 84% B
Dividend Return 12.51% 47% F 49% F
Total Return 98.60% 87% B+ 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 11.54% 90% A- 88% B+
Dividend Return 13.58% 91% A- 90% A-
Total Return 2.03% 65% D 65% D
Risk Return Profile  
Volatility (Standard Deviation) 16.89% 17% F 20% F
Risk Adjusted Return 80.40% 72% C 74% C
Market Capitalization 0.13B 70% C- 63% 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.