FUSI:LSE:LSE-Fidelity US Quality Income ETF Inc (GBX)

ETF | US Large-Cap Value Equity |

Last Closing

USD 454.8

Change

-3.30 (-0.72)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for US Large-Cap Value Equity

ETFs Containing FUSI:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Value Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -13.14% 91% A- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.14% 91% A- 68% D+
Trailing 12 Months  
Capital Gain -3.49% 83% B 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.49% 83% B 70% C-
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 7.45% 38% F 62% D
Dividend Return 7.45% 38% F 57% F
Total Return 0.01% 14% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 7.94% 75% C 86% B+
Risk Adjusted Return 93.85% 67% D+ 89% A-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (GBX)

Quarterly Financials (GBX)

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.