The investment seeks consistent repeatable returns across all market cycles. The fund is an actively managed exchange-traded fund (ETF) that is primarily a fund of funds. It invests in ETFs and exchange-traded notes (ETNs) that seek to track a diversified basket of global indices and investment sectors that meet certain selection criteria established by Partnervest Advisory Services, LLC (the Sub-Advisor). It also may invest, subject to the same selection criteria, in exchange-traded products that invest directly in commodities or currencies and that are registered only pursuant to the Securities Act of 1933 (collectively with ETFs and ETNs, ETPs).
|SPY||SPDR S&P 500 ETF Trust||50.75 %|
|VEA||Vanguard FTSE Developed Markets Index Fund ETF Shares||8.85 %|
|IGSB||iShares Short-Term Corporate Bond ETF||5.86 %|
|XLV||Health Care Select Sector SPDR Fund||5.20 %|
|XLK||Technology Select Sector SPDR Fund||4.15 %|
|LMBS||First Trust Low Duration Opportunities ETF||3.80 %|
|XLC||Communication Services Select Sector SPDR Fund||3.59 %|
|XLP||Consumer Staples Select Sector SPDR Fund||3.53 %|
|AGG||iShares Core U.S. Aggregate Bond ETF||2.07 %|
|SWAN||Amplify BlackSwan Growth & Tre..||0.49 %||
|PBP||Invesco S&P 500 BuyWrite ETF||0.49 %||
|CCOR||Core Alternative ETF||1.23 %||
|PUTW||WisdomTree CBOE S&P 500 Pu..||0.44 %||
|HSPX||Global X S&P 500 Covered Call ..||0.65 %||
|OVB||Overlay Shares Core Bond ETF||0.00 %||
|OVL||Overlay Shares Large Cap Equit..||0.00 %||
|IJUL||Innovator MSCI EAFE Power Buff..||0.85 %||
|DIVO||Amplify CWP Enhanced Dividend ..||0.49 %||
|EJUL||Innovator MSCI Emerging Market..||0.89 %||
|Market Performance vs.
|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)||6.22%||50%||F||89%||B+|
|Risk Adjusted Return||98.10%||75%||C||82%||B-|
|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 has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.