ducovest

MXDU:ARCA-Nationwide Maximum Diversification U.S. Core Equity

ETF | Large Blend | NYSE Arca

Last Closing

USD 26.5837

Change

-0.40 (-1.47)%

Market Cap

USD 0.10B

Volume

1.73K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Inception Date: 15/09/2017

Primary Benchmark: TOBAM Max Div USA TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.34 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CBSEUD:SW UBS(Lux)Fund Solutions – Bloomberg MSCI Euro Area Liquid Corp Sust UCITSETF(hedgedUSD)A-dis 1.48 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-12-14 )

Largest Industry Peers for Large Blend

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

-1.94 (-0.78%)

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

-4.36 (-0.87%)

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

-4.35 (-0.87%)

 USD 449.07B
VOO Vanguard S&P 500 ETF 0.03 %

-3.84 (-0.84%)

 USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

+0.51 (+0.29%)

 USD 77.60B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

-0.86 (-0.78%)

 USD 53.20B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

+0.60 (+0.38%)

 USD 52.39B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

-0.46 (-0.78%)

 USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

-2.27 (-0.83%)

 USD 34.47B
VV Vanguard Large-Cap Index Fund .. 0.04 %

-2.08 (-0.91%)

 USD 33.73B

ETFs Containing MXDU

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 -0.17% 89% A- 80% B-
Dividend Return N/A N/A N/A N/A F
Total Return -0.17% 77% C+ 72% C
Trailing 12 Months  
Capital Gain 0.96% 91% A- 81% B-
Dividend Return 0.00% 1% F N/A F
Total Return 0.96% 82% B 73% C
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 2.11% 18% F 53% F
Dividend Return 2.11% 10% F 32% F
Total Return 0.00% 1% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 4.86% 91% A- 87% B+
Risk Adjusted Return 43.31% 15% F 49% F
Market Capitalization 0.10B 45% F 23% 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.

Low market capitalization

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.