MORL:ARCA-ETRACS Monthly Pay 2XLeveraged Mortgage REIT ETN

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 13.64

Change

+0.13 (+0.96)%

Market Cap

USD 0.31B

Volume

0.26M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to link to the Market Vectors? Global Mortgage REITs Index. The index tracks the overall performance of publicly-traded mortgage REITs that derive at least 50% of their revenues from mortgage-related activities. The Securities are senior unsecured debt securities issued by UBS AG (UBS). The Securities provide a monthly compounded two times leveraged long exposure to the performance of the Index, reduced by the Accrued Fees.

Inception Date: 16/10/2012

Primary Benchmark: MVIS US Mortgage REITs NR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.00 %

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: 2019-01-16 )

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ETFs Containing MORL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Trading--Leveraged Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.32% 25% F 67% D+
Dividend Return N/A N/A N/A N/A F
Total Return 7.32% 25% F 66% D+
Trailing 12 Months  
Capital Gain -14.05% 79% B- 37% F
Dividend Return N/A N/A N/A N/A F
Total Return -14.05% 77% C+ 31% F
Trailing 5 Years  
Capital Gain -28.59% 23% F 23% F
Dividend Return 68.15% 98% N/A 99% N/A
Total Return 39.56% 48% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain -5.70% 14% F 16% F
Dividend Return 11.79% 43% F 79% B-
Total Return 17.48% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) 27.58% 62% D 21% F
Risk Adjusted Return 42.75% 53% F 51% F
Market Capitalization 0.31B 90% A- 42% 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:
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.

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:
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.