GDVD:NYE-Principal Active Global Dividend Income ETF (USD)

ETF | Others |

Last Closing

USD 24.182

Change

+0.03 (+0.11)%

Market Cap

USD 0.03B

Volume

400.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

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DFUV Dimensional US Marketwide Valu..

N/A

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

N/A

USD 9.40B

ETFs Containing GDVD

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 3.06% 46% F 48% F
Dividend Return 0.57% 42% F 34% F
Total Return 3.62% 46% F 47% F
Trailing 12 Months  
Capital Gain 7.74% 45% F 49% F
Dividend Return 2.45% 48% F 37% F
Total Return 10.19% 41% F 45% F
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 0.91% 59% D- 46% F
Dividend Return 2.51% 63% D 42% F
Total Return 1.60% 72% C 40% F
Risk Return Profile  
Volatility (Standard Deviation) 3.41% 87% B+ 96% N/A
Risk Adjusted Return 73.69% 97% N/A 94% A
Market Capitalization 0.03B 36% F 12% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
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.