HFXE:ARCA-IQ 50 Percent Hedged FTSE Europe (USD)

ETF | Europe Stock | NYSE Arca

Last Closing

USD 16.366

Change

+0.31 (+1.95)%

Market Cap

USD 0.03B

Volume

1.20K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the FTSE Developed Europe 50% Hedged to USD Index (the "underlying index"). The underlying index is an equity benchmark for European countries, with approximately half of the currency exposure of the securities included in the underlying index "hedged" against the U.S. dollar on a monthly basis. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities and other instruments included in its underlying index.

Inception Date: 22/07/2015

Primary Benchmark: FTSE Dvlp Europe 50%(US RIC) NR Hdg USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.46%

Management Expense Ratio: 0.30 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CVLY Codorus Valley Bancorp Inc 0.93 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Europe Stock

Symbol Name Mer Price(Change) Market Cap
VGK Vanguard FTSE Europe Index Fun.. 0.09 %

-0.31 (-0.47%)

USD 18.93B
IEUR iShares Core MSCI Europe ETF 0.10 %

-0.27 (-0.47%)

USD 4.41B
FEZ SPDR® EURO STOXX 50 ETF 0.29 %

-0.22 (-0.43%)

USD 3.46B
HEDJ WisdomTree Europe Hedged Equit.. 0.58 %

-0.12 (-0.25%)

USD 1.91B
IEV iShares Europe ETF 0.59 %

-0.25 (-0.46%)

USD 1.63B
DBEU Xtrackers MSCI Europe Hedged E.. 0.47 %

-0.13 (-0.31%)

USD 0.53B
HEZU iShares Currency Hedged MSCI E.. 0.03 %

-0.12 (-0.33%)

USD 0.42B
FEU SPDR STOXX Europe 50 ETF 0.29 %

-0.19 (-0.46%)

USD 0.27B
DFE WisdomTree Europe SmallCap Div.. 0.58 %

-0.10 (-0.17%)

USD 0.19B
FDD First Trust STOXX® European S.. 0.57 %

-0.11 (-0.90%)

USD 0.16B

ETFs Containing HFXE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -21.66% 77% C+ 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -21.66% 77% C+ 51% F
Trailing 12 Months  
Capital Gain -15.53% 78% C+ 56% F
Dividend Return 2.70% 59% D- 61% D-
Total Return -12.83% 83% B 56% 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 2.81% 100% F 53% F
Dividend Return 5.32% 50% F 48% F
Total Return 2.51% 50% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 9.66% 50% F 77% C+
Risk Adjusted Return 55.08% 50% F 62% D
Market Capitalization 0.03B 13% F 6% 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:
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.

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 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.

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.