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

ETF | Large Blend | NYSE Arca

Last Closing

USD 25.9672

Change

0.00 (0.00)%

Market Cap

USD 0.10B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
SPY SPDR S&P 500 0.09 %

+0.07 (+0.02%)

USD 261.17B
IVV iShares Core S&P 500 0.04 %

+0.13 (+0.05%)

USD 169.71B
VTI Vanguard Total Stock Market 0.03 %

-0.03 (-0.02%)

USD 110.13B
VOO Vanguard S&P 500 0.03 %

+0.08 (+0.03%)

USD 108.19B
VIG Vanguard Div Appreciation 0.08 %

-0.11 (-0.10%)

USD 32.44B
IWB iShares Russell 1000 0.15 %

+0.08 (+0.05%)

USD 19.27B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

-0.04 (-0.06%)

USD 18.62B
SCHX Schwab U.S. Large-Cap 0.03 %

N/A

USD 15.50B
RSP Invesco S&P 500 Equal Weight 0.20 %

-0.18 (-0.17%)

USD 15.49B
SCHB Schwab U.S. Broad Market 0.03 %

-0.04 (-0.06%)

USD 14.37B

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 4.71% 74% C 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.71% 73% C 50% F
Trailing 12 Months  
Capital Gain -3.18% 90% A- 72% C-
Dividend Return 1.57% 49% F 29% F
Total Return -1.61% 93% A 65% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.67% 20% F 53% F
Dividend Return 1.72% 12% F 32% F
Total Return 0.05% 3% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 5.00% 89% B+ 87% B+
Risk Adjusted Return 34.47% 20% F 45% F
Market Capitalization 0.10B 44% 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:
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.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.