Inception Date: 16/01/2018
Primary Benchmark: NASDAQ 7 HANDL TR USD
Management Expense Ratio: 0.95 %
|AGG||iShares Core U.S. Aggregate Bond||11.19 %|
|SCHZ||Schwab US Aggregate Bond||11.17 %|
|SPAB||SPDR Portfolio Aggregate Bond||11.17 %|
|VMBS||Vanguard Mortgage-Backed Securities ETF||7.96 %|
|TOTL||SPDR DoubleLine Total Return Tactical||7.91 %|
|HYLB||Xtrackers USD High Yield Corporate Bond||7.63 %|
|QQQ||Invesco QQQ Trust Series 1||6.44 %|
|QYLD||Global X NASDAQ-100 Covered Call ETF||5.69 %|
|VCIT||Vanguard Intermediate-Term Corporate Bond ETF||3.28 %|
|PFF||iShares U.S. Preferred Stock ETF||2.80 %|
|Market Performance vs.
Industry/Classification (Allocation--30% to 50% Equity)
|Market Performance vs. Exchange (NASDAQ Global Market)|
|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)||0.30%||100%||A+||100%||A+|
|Risk Adjusted Return||-7.38%||33%||F||27%||F|
|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 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 has under performed its peers on annual average total returns in the past 5 years.
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.