Seeks to replicate, to the extent reasonably possible before fees and expenses, the performance of LibertyQ Global Dividend Index, or any successor thereto. It invests primarily in dividend-paying equity securities of issuers located in developed and emerging markets.
|ROG||Rogers Corporation||2.80 %|
|JNJ||Johnson & Johnson||2.57 %|
|KMB||Kimberly-Clark Corporation||2.47 %|
|INTC||Intel Corporation||2.40 %|
|NOVN||Novan, Inc||2.37 %|
|PG||The Procter & Gamble Company||2.34 %|
|MRK||Merck & Co., Inc||2.33 %|
|TSM||Taiwan Semiconductor Manufacturing Company Limited||2.32 %|
|CSCO||Cisco Systems, Inc||2.25 %|
|XAW:CA||iShares Core MSCI All Country ..||0.20 %||
|VXC:CA||Vanguard FTSE Global All Cap e..||0.25 %||
|XWD:CA||iShares MSCI World Index ETF||0.44 %||
|DXG:CA||Dynamic Active Global Dividend..||0.75 %||
|RWW:CA||CI First Asset MSCI World Low ..||0.60 %||
|VEQT:CA||Vanguard All-Equity ETF Portfo..||0.25 %||
|MWD:CA||Mackenzie Maximum Diversificat..||0.60 %||
|XMW:CA||iShares Edge MSCI Min Vol Glob..||0.45 %||
|HAZ:CA||Horizons Active Global Dividen..||0.65 %||
|CYH:CA||iShares Global Monthly Dividen..||0.60 %||
|Market Performance vs.
Industry/Classification (Global Equity)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||6.95%||79%||C+||84%||B|
|Risk Adjusted Return||54.86%||41%||F||80%||B-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
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.
The company had positive total cash flow in the most recent four quarters.
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.
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.
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.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.