VSLU:NYE-ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF (USD)

ETF | Others |

Last Closing

USD 32.54

Change

+0.28 (+0.87)%

Market Cap

USD 0.10B

Volume

0.03M

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: 2024-03-27 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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JEPI JPMorgan Equity Premium Income..

+0.17 (+0.30%)

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DTB DTB

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DFAC Dimensional U.S. Core Equity 2..

+0.23 (+0.75%)

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GBTC Grayscale Bitcoin Trust (BTC)

-0.86 (-1.49%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

+0.35 (+0.39%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.01 (+0.03%)

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

+0.34 (+0.66%)

USD 9.40B

ETFs Containing VSLU

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 9.45% 80% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.45% 78% C+ 73% C
Trailing 12 Months  
Capital Gain 31.20% 85% B 82% B
Dividend Return 0.72% 10% F 7% C-
Total Return 31.92% 84% B 80% B-
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 2.50% 68% D+ 52% F
Dividend Return 2.88% 66% D+ 44% F
Total Return 0.38% 27% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 12.17% 36% F 76% C+
Risk Adjusted Return 23.64% 53% F 49% F
Market Capitalization 0.10B 65% D 25% 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:

There is nothing we particularly like

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.