UDIV:NYE-Franklin U.S. Core Dividend Tilt Index ETF (USD)

ETF | Others |

Last Closing

USD 38.439

Change

-0.12 (-0.31)%

Market Cap

USD 0.06B

Volume

2.90K

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: 2024-04-18 )

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JEPQ JPMorgan Nasdaq Equity Premium..

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AVUV Avantis® U.S. Small Cap Value..

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DFUV Dimensional US Marketwide Valu..

-0.22 (-0.56%)

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ETFs Containing UDIV

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 4.08% 76% C+ 72% C
Dividend Return 0.33% 26% F 18% F
Total Return 4.41% 76% C+ 70% C-
Trailing 12 Months  
Capital Gain 19.19% 81% B- 79% B-
Dividend Return 1.75% 34% F 25% F
Total Return 20.94% 81% B- 77% 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 6.45% 87% B+ 63% D
Dividend Return 7.18% 86% B+ 58% F
Total Return 0.72% 39% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 9.98% 46% F 81% B-
Risk Adjusted Return 71.88% 95% A 92% A
Market Capitalization 0.06B 53% F 19% 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.