The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq Global Millennial Opportunity Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq Global Index (the parent index) that are impacted by the spending and lifestyle activities of the Millennial generation, which refers to people born from 1980 to the mid-2000s.
|ACWI||iShares MSCI ACWI ETF||0.32 %||
|DWLD||Davis Select Worldwide ETF||0.63 %||
|SDG||iShares MSCI Global Impact ETF||0.49 %||
|ESGG||FlexShares STOXX Global ESG Im..||0.42 %||
|GIGE||SoFi Gig Economy ETF||0.59 %||
|ASET||FlexShares Real Assets Allocat..||0.57 %||
|HERD||Pacer Cash Cows Fund of Funds ..||0.74 %||
|MOTO||SmartETFs Smart Transportation..||0.00 %||
|Market Performance vs.
Industry/Classification (World Large Stock)
|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)||15.55%||25%||F||76%||C|
|Risk Adjusted Return||75.68%||75%||C||84%||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.
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.