BTEC:NSD-Principal Healthcare Innovators Index ETF (USD)

EQUITY | Health | NASDAQ Global Market

Last Closing

USD 35.07

Change

-0.92 (-2.56)%

Market Cap

USD 6.41M

Volume

826.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq Healthcare Innovators Index (the "index"). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the index at the time of purchase. The index is designed to provide exposure to equity securities (including growth and value stock) of small and medium capitalization U.S. healthcare companies.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-15 )

Largest Industry Peers for Health

ETFs Containing BTEC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Health) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.47% 56% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.47% 56% F 47% F
Trailing 12 Months  
Capital Gain 0.03% 67% D+ 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.03% 67% D+ 50% F
Trailing 5 Years  
Capital Gain 8.71% 33% F 62% D
Dividend Return 2.07% 43% F 8% B-
Total Return 10.78% 33% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 5.92% 44% F 64% D
Dividend Return 6.24% 56% F 61% D-
Total Return 0.33% 50% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 35.34% 22% F 52% F
Risk Adjusted Return 17.67% 44% F 56% F
Market Capitalization 6.41M 33% F 25% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Health) Ratio vs. Market (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio N/A N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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:

There is nothing we particularly like

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 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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.