AIEQ:ARCA-AI Powered Equity

ETF | Large Blend | NYSE Arca

Last Closing

USD 26.88

Change

+0.34 (+1.28)%

Market Cap

USD 0.15B

Volume

0.05M

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 Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-04-23 )

Largest Industry Peers for Large Blend

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

-4.16 (-1.65%)

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

-8.08 (-1.58%)

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

-8.15 (-1.59%)

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

-7.41 (-1.58%)

USD 419.07B
VIG Vanguard Dividend Appreciation.. 0.06 %

-2.13 (-1.20%)

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

-2.36 (-1.44%)

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

-1.89 (-1.69%)

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

-0.95 (-1.57%)

USD 40.18B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

-0.94 (-1.57%)

USD 33.77B
IWB iShares Russell 1000 ETF 0.15 %

-4.54 (-1.62%)

USD 33.43B

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 23.19% 97% N/A 79% B-
Dividend Return 0.41% 38% F 22% F
Total Return 23.60% 96% N/A 78% C+
Trailing 12 Months  
Capital Gain 1.13% 14% F 55% F
Dividend Return 0.61% 4% F 7% C-
Total Return 1.74% 7% C- 45% 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 -1.03% 8% B- 34% F
Dividend Return -0.90% 2% F 21% F
Total Return 0.13% 5% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 4.72% 85% B 87% B+
Risk Adjusted Return -19.08% 3% F 17% F
Market Capitalization 0.15B 50% F 30% 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.