BFIT:NSD-Global X Health & Wellness Thematic ETF

ETF | World Small/Mid Stock | NASDAQ Global Market

Last Closing

USD 19.92

Change

+0.20 (+1.00)%

Market Cap

USD 0.02B

Volume

1.12K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that correspond generally to the price and yield performance, of the INDXX Global Health & Wellness Index. The fund invests more than 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index is designed to provide exposure to exchange-listed companies in developed markets that provide products and services that facilitate physical wellness through active and healthy lifestyles. The fund is non-diversified.

Inception Date: 09/05/2016

Primary Benchmark: INDXX Global Health & Wellness TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.50 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-19 )

Largest Industry Peers for World Small/Mid Stock

ETFs Containing BFIT

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Small/Mid Stock) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.18% 100% F 52% F
Dividend Return N/A N/A N/A N/A F
Total Return 13.18% 100% F 51% F
Trailing 12 Months  
Capital Gain 13.36% 100% F 79% B-
Dividend Return 0.49% 100% F 8% B-
Total Return 13.85% 100% F 79% B-
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 7.50% 100% F 54% F
Dividend Return 8.14% 100% F 52% F
Total Return 0.64% 100% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 8.22% 100% F 90% A-
Risk Adjusted Return 98.94% 100% F 88% B+
Market Capitalization 0.02B 100% F 9% A-

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:
Superior risk adjusted returns

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.

Superior total 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.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike