The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Equity Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries that have favorable exposure to multiple investment style factors.
Inception Date: 01/06/2016
Primary Benchmark: LibertyQ Global Equity NR USD
Primary Index: MSCI ACWI Ex USA NR USD
Gross Expense Ratio: NA%
Management Expense Ratio: 0.34 %
|VT||Vanguard Total World Stock Ind..||0.09 %||
|ACWV||iShares Edge MSCI Min Vol Glob..||0.20 %||
|FIHD||UBS AG FI Enhanced Global High..||0.00 %||
|IOO||iShares Global 100||0.40 %||
|FIYY||Barclays ETN FI Enhanced Globa..||0.00 %||
|URTH||Ishares MSCI World Index Fund||0.24 %||
|CRBN||iShares MSCI ACWI Low Carbon T..||0.20 %||
|WDIV||SPDR S&P Global Dividend||0.40 %||
|ACIM||SPDR MSCI ACWI IMI||0.25 %||
|BLES||Inspire Global Hope||0.62 %||
|Market Performance vs. Industry/Classification (World Large Stock)||Market Performance vs. Exchange (NYSE Arca)|
|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)||8.24%||73%||C||75%||C|
|Risk Adjusted Return||88.44%||92%||A-||79%||C+|
|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.
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 company has under performed its peers on annual average total returns in the past 5 years.
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