SRHQ:NYE-Elevation Series Trust - SRH U.S. Quality ETF (USD)

ETF | Others |

Last Closing

USD 33.299

Change

-0.23 (-0.69)%

Market Cap

USD 0.14B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-25 )

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AVUV Avantis® U.S. Small Cap Value..

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DFUV Dimensional US Marketwide Valu..

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

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USD 9.40B

ETFs Containing SRHQ

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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 3.52% 66% D+ 65% D
Dividend Return 0.22% 13% F 10% F
Total Return 3.74% 64% D 61% D-
Trailing 12 Months  
Capital Gain 20.08% 77% C+ 75% C
Dividend Return 0.92% 14% F 10% F
Total Return 21.00% 75% C 72% 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 5.87% 85% B 61% D-
Dividend Return 6.08% 83% B 54% F
Total Return 0.22% 14% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 9.35% 50% F 82% B
Risk Adjusted Return 65.09% 89% A- 88% B+
Market Capitalization 0.14B 69% C- 29% 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.

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.

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.