EQUL:NYE-IndexIQ ETF Trust - IQ Engender Equality ETF (USD)

ETF | Others |

Last Closing

USD 25.8001

Change

+0.02 (+0.06)%

Market Cap

USD 6.93M

Volume

3.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-28 )

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ETFs Containing EQUL

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 7.63% 70% C- 67% D+
Dividend Return 0.41% 34% F 25% F
Total Return 8.04% 71% C- 66% D+
Trailing 12 Months  
Capital Gain 16.94% 63% D 65% D
Dividend Return 1.52% 32% F 21% F
Total Return 18.46% 63% D 61% 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 0.72% 57% F 45% F
Dividend Return 1.27% 52% F 35% F
Total Return 0.55% 35% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 7.43% 59% D- 86% B+
Risk Adjusted Return 17.04% 49% F 42% F
Market Capitalization 6.93M 17% F 5% 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:

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.

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.