PPLC:ARCA-PortfolioPlus S&P 500

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 38.3167

Change

+0.21 (+0.56)%

Market Cap

USD 0.07B

Volume

546.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 07/01/2015

Primary Benchmark: S&P 500 TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.04 %

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: 2019-03-18 )

Largest Industry Peers for Trading--Leveraged Equity

Symbol Name Mer Price(Change) Market Cap
SOXL Direxion Daily Semiconductor B.. 1.10 %

-2.43 (-5.98%)

USD 10.94B
QLD ProShares Ultra QQQ 0.95 %

-3.14 (-3.81%)

USD 5.97B
SSO ProShares Ultra S&P500 0.90 %

-2.32 (-3.17%)

USD 4.66B
SPXL Direxion Daily S&P500® Bull 3.. 1.00 %

-5.74 (-4.69%)

USD 4.15B
FNGU MicroSectors FANG+ Index 3X Le.. 0.00 %

-21.71 (-6.90%)

USD 3.97B
TECL Direxion Daily Technology Bull.. 1.17 %

-4.61 (-6.57%)

USD 3.23B
UPRO ProShares UltraPro S&P500 0.92 %

-3.04 (-4.72%)

USD 2.73B
FAS Direxion Daily Financial Bull .. 1.04 %

-2.91 (-2.90%)

USD 2.45B
TNA Direxion Daily Small Cap Bull .. 1.10 %

-2.21 (-6.12%)

USD 2.23B
YINN Direxion Daily FTSE China Bull.. 1.02 %

-1.55 (-6.52%)

USD 0.96B

ETFs Containing PPLC

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 17.32% 19% F 74% C
Dividend Return N/A N/A N/A N/A F
Total Return 17.32% 19% F 72% C
Trailing 12 Months  
Capital Gain 2.73% 83% B 72% C
Dividend Return 2.06% 89% A- 36% F
Total Return 4.79% 87% B+ 66% D+
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 0.07% 28% F 44% F
Dividend Return 0.22% 20% F 26% F
Total Return 0.15% 26% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 0.99% 99% N/A 99% N/A
Risk Adjusted Return 22.77% 40% F 38% F
Market Capitalization 0.07B 66% D+ 20% 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.