AIEQ:ARCA-AI Powered Equity

ETF | Large Blend | NYSE Arca

Last Closing

USD 23.35

Change

0.00 (0.00)%

Market Cap

USD 0.14B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 17/10/2017

Primary Benchmark: S&P 500 TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.75 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
LWWUS 2.42 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

+0.06 (+0.02%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

-0.24 (-0.05%)

USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

-0.20 (-0.04%)

USD 428.78B
VOO Vanguard S&P 500 ETF 0.03 %

-0.34 (-0.07%)

USD 419.07B
VIG Vanguard Dividend Appreciation.. 0.06 %

+0.32 (+0.18%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

+0.23 (+0.14%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.07 (+0.06%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

-0.09 (-0.15%)

USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

-0.07 (-0.03%)

USD 33.43B
VV Vanguard Large-Cap Index Fund .. 0.04 %

-0.28 (-0.12%)

USD 32.71B

ETFs Containing AIEQ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.01% 95% A 68% D+
Dividend Return N/A N/A N/A N/A F
Total Return 7.01% 94% A 68% D+
Trailing 12 Months  
Capital Gain -14.81% 9% A- 37% F
Dividend Return 0.35% 3% F 4% F
Total Return -14.46% 3% F 32% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain -0.24% 8% B- 39% F
Dividend Return -0.17% 3% F 24% F
Total Return 0.07% 5% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 4.27% 90% A- 90% A-
Risk Adjusted Return -3.89% 4% F 23% F
Market Capitalization 0.14B 53% F 27% F

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 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.

Below median total returns

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