PMOM:NSD-Principal Sustainable Momentum Index ETF (USD)

| N/A | NSD

Last Closing Price

USD 28.56

Change

+0.29 (+1.01)%

Market Cap

USD 5.62M

Volume

100.00

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq U.S. Sustainable Momentum Index (the index). The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities, including growth and value stocks, within the Nasdaq US Large Mid Cap Index that exhibit sustainable price momentum, based on historical stock prices over multiple periods and taking multiple market environments into consideration.

Market Stats

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-11-18 )

Largest Industry Peers for N/A

ETFs Containing PMOM

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (N/A)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.14% N/A N/A 63% D
Dividend Return 0.45% N/A N/A 5% F
Total Return 18.59% N/A N/A 61% D-
Trailing 12 Months  
Capital Gain 7.71% N/A N/A 64% D
Dividend Return 0.64% N/A N/A 8% F
Total Return 8.35% N/A N/A 61% D-
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 -0.01% 27% F 39% F
Dividend Return 0.40% 15% F 9% F
Total Return 0.39% 16% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 3.56% 88% B+ 96% A
Risk Adjusted Return 11.00% 18% F 40% F
Market Capitalization 5.62M N/A N/A 6% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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:
Low volatility

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.

What to not like:
Poor risk adjusted 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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

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.