ROUS:ARCA-Hartford Multifactor U.S. Equity (USD)

ETF | Large Value | NYSE Arca

Last Closing Price

USD 31.26

Change

-0.39 (-1.23)%

Market Cap

USD 0.28B

Volume

0.02M

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Risk-Optimized Multifactor US Equity Index. The fund generally invests at least 80 percent of its assets in securities of the index and in depositary receipts representing securities of the index. The index seeks to improve returns through a market cycle relative to traditional cap-weighted U.S. equity market indices and active U.S. equity market strategies.

Inception Date: 25/02/2015

Primary Benchmark: Hartford Risk-Optim Multif US Eq TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.35%

Management Expense Ratio: 0.21 %

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: 2019-06-25 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
VTV Vanguard Value 0.04 %

-0.47 (-0.42%)

USD 48.88B
IWD iShares Russell 1000 Value 0.19 %

-0.57 (-0.45%)

USD 38.83B
VYM Vanguard High Dividend Yield 0.06 %

-0.61 (-0.70%)

USD 24.34B
DIA SPDR Dow Jones Industrial Aver.. 0.17 %

-1.91 (-0.71%)

USD 21.20B
SDY SPDR S&P Dividend 0.35 %

-0.73 (-0.72%)

USD 18.59B
IVE iShares S&P 500 Value 0.18 %

-0.69 (-0.60%)

USD 15.31B
SCHD Schwab US Dividend Equity 0.07 %

-0.30 (-0.56%)

USD 9.51B
DGRO iShares Core Dividend Growth 0.08 %

-0.37 (-0.97%)

USD 7.60B
HDV iShares Core High Dividend 0.08 %

-0.36 (-0.38%)

USD 7.31B
FVD First Trust VL Dividend 0.70 %

-0.13 (-0.38%)

USD 6.41B

ETFs Containing ROUS

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Large Value)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.45% 51% F 57% F
Dividend Return 1.12% 32% F 33% F
Total Return 13.57% 47% F 54% F
Trailing 12 Months  
Capital Gain -0.76% 29% F 50% F
Dividend Return 1.98% 29% F 32% F
Total Return 1.22% 26% F 46% 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 7.21% 86% B 75% C
Dividend Return 8.18% 55% F 70% C-
Total Return 0.97% 12% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 10.65% 22% F 64% D
Risk Adjusted Return 76.81% 36% F 76% C
Market Capitalization 0.03B 45% F 40% 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:

There is nothing we particularly like

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 total returns

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