The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive E-commerce Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The index is designed to provide exposure to exchange-listed companies that are positioned to benefit from the increased adoption of e-commerce as a distribution model, including but not limited to companies whose principal business is in operating e-commerce platforms, providing e-commerce software and services, and/or selling goods and services online. The fund is non-diversified.
|BMLP||BMO Dorsey Wright MLP Index Ex..||0.00 %||
|IGSB||iShares Short-Term Corporate B..||0.09 %||
|IGIB||iShares Intermediate-Term Corp..||0.10 %||
|NVCR||NovoCure Limited||0.00 %||
|USIG||iShares Broad USD Investment G..||0.08 %||
|ZIONW||Zions Bancorporation, National..||0.00 %||
|TCBIL||Texas Capital Bancshares, Inc||0.00 %||
|SNHNL||Senior Housing Properties Trus..||0.00 %||
|GDV-PH||The Gabelli Dividend & Income ..||0.00 %||
|SUSL||iShares ESG MSCI USA Leaders E..||0.00 %||
|Market Performance vs.
|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)||1.85%||95%||A||99%||A+|
|Risk Adjusted Return||13.77%||42%||F||41%||F|
|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.
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 earning basis and is above the sector median.