The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by taking long and short positions in one or more exchange-traded funds (ETFs) that seek to track the performance of the S&P 500 Index. In seeking to achieve its investment objective, it may engage in short sales of S&P 500-related ETFs. The fund may also invest up to 10% of its total assets in leveraged or inverse ETFs that seek to deliver multiples (long), or the inverse (short), of the performance of the S&P 500 Index, respectively.
|SSGGF||SSgA SPDR ETFs Europe I Public Limited Company - SPDR Dow Jones Global Real Estate UCITS ETF||25.28 %|
|FTLS||First Trust Long/Short Equity ..||1.59 %||
|AGGP||IQ Enhanced Core Plus Bond U.S..||0.33 %||
|PHDG||Invesco S&P 500 Downside Hedge..||0.39 %||
|DIVA||AGFiQ Hedged Dividend Income F..||1.10 %||
|Market Performance vs.
Industry/Classification (Long-Short Equity)
|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)||5.54%||80%||B-||91%||A-|
|Risk Adjusted Return||86.02%||80%||B-||78%||C+|
|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 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.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.