ESGW:ARCA-Columbia Sustainable Global Equity Income

ETF | World Large Stock | NYSE Arca

Last Closing Price

USD 25.85

Change

-0.08 (-0.29)%

Market Cap

USD 0.02B

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta AdvantageSM Sustainable Global Equity Income 200 Index. The fund invests at least 80% of its assets in the component securities of the index and depositary receipts representing such securities. The index, which typically holds common stocks and depositary receipts, was constructed to provide exposure to U.S. and foreign (developed market) large- and mid-cap companies (located in developed markets) that are believed to offer sustainable levels of income, as well as total return opportunity.

Inception Date: 13/06/2016

Primary Benchmark: Beta Adv Sust Gbl Eq Inc200 NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.40 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-14 )

Largest Industry Peers for World Large Stock

Symbol Name Mer Price(Change) Market Cap
VT Vanguard Total World Stock Ind.. 0.09 %

-0.35 (-0.47%)

USD 12.22B
ACWV iShares Edge MSCI Min Vol Glob.. 0.20 %

N/A

USD 3.64B
IOO iShares Global 100 0.40 %

-0.16 (-0.33%)

USD 2.07B
FIHD UBS AG FI Enhanced Global High.. 0.00 %

-0.86 (-0.49%)

USD 1.95B
FIYY Barclays ETN FI Enhanced Globa.. 0.00 %

-0.54 (-0.51%)

USD 1.53B
URTH Ishares MSCI World Index Fund 0.24 %

-0.26 (-0.29%)

USD 0.66B
CRBN iShares MSCI ACWI Low Carbon T.. 0.20 %

-0.36 (-0.30%)

USD 0.45B
WDIV SPDR S&P Global Dividend 0.40 %

-0.26 (-0.39%)

USD 0.27B
ACIM SPDR MSCI ACWI IMI 0.25 %

-0.20 (-0.25%)

USD 0.17B
BLES Inspire Global Hope 0.62 %

-0.21 (-0.74%)

USD 0.15B

ETFs Containing ESGW

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (World Large Stock)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.70% 27% F 53% F
Dividend Return 0.41% 23% F 15% F
Total Return 11.10% 23% F 49% F
Trailing 12 Months  
Capital Gain -14.61% 8% F 27% F
Dividend Return 4.98% 100% A+ 68% D+
Total Return -9.63% 8% F 30% F
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 1.29% 32% F 56% F
Dividend Return 4.84% 44% F 52% F
Total Return 3.55% 83% B 64% D
Risk Return Profile  
Volatility (Standard Deviation) 10.69% 36% F 64% D
Risk Adjusted Return 45.31% 40% F 56% F
Market Capitalization 0.02B 29% F 12% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Low market capitalization

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.

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.

High volatility

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.

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.