ducovest

GMOM:ARCA-Cambria Global Momentum (USD)

ETF | World Allocation | NYSE Arca

Last Closing

USD 29.0748

Change

+0.18 (+0.63)%

Market Cap

USD 0.03B

Volume

7.25K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to preserve and grow capital from investments in the U.S. and foreign equity, fixed income, commodity and currency markets, independent of market direction. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other exchange-traded funds and other exchange traded products including, but not limited to, exchange-traded notes, exchange traded currency trusts, closed-end funds, and real estate investment trusts that offer diversified exposure, including inverse exposure, to global regions, countries, styles and sectors.

Company Website : www.cambriafunds.com

Currency: USD

Country : USA

Inception Date: 03/11/2014

Primary Benchmark: S&P 500 TR USD

Primary Index: Morningstar Mod Tgt Risk TR USD

Gross Expense Ratio: 0.59%

Management Expense Ratio: 0.59 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
SLVM Sylvamo Corp 6.06 %
EXI iShares Global Industrials ETF 5.98 %
PCY Invesco Emerging Markets Sovereign Debt ETF 5.91 %
VBR Vanguard Small-Cap Value Index Fund ETF Shares 5.88 %
IXN iShares Global Tech ETF 5.74 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for World Allocation

ETFs Containing GMOM

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Allocation) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.76% 100% F 64% D
Dividend Return 0.35% 50% F 32% F
Total Return 6.11% 100% F 66% D+
Trailing 12 Months  
Capital Gain 6.22% 50% F 30% F
Dividend Return 3.32% 50% F 61% D-
Total Return 9.54% 50% F 28% F
Trailing 5 Years  
Capital Gain 16.16% 50% F 41% F
Dividend Return 12.23% 50% F 72% C
Total Return 28.39% 50% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 2.93% 100% F 54% F
Dividend Return 5.13% 100% F 53% F
Total Return 2.20% 25% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 13.00% 75% C 73% C
Risk Adjusted Return 39.43% 100% F 66% D+
Market Capitalization 0.03B 100% F 60% 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:
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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.