PPLC:ARCA-PortfolioPlus S&P 500

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 39.4326

Change

-0.01 (-0.02)%

Market Cap

USD 0.02B

Volume

1.07K

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: 2019-06-17 )

Largest Industry Peers for Trading--Leveraged Equity

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

+1.92 (+5.41%)

USD 10.94B
QLD ProShares Ultra QQQ 0.95 %

-0.85 (-1.06%)

USD 5.97B
SSO ProShares Ultra S&P500 0.90 %

-0.63 (-0.88%)

USD 4.66B
FNGU MicroSectors FANG+ Index 3X Le.. 0.00 %

-5.07 (-1.77%)

USD 4.21B
SPXL Direxion Daily S&P500® Bull 3.. 1.00 %

-1.51 (-1.27%)

USD 4.15B
TECL Direxion Daily Technology Bull.. 1.17 %

-0.47 (-0.69%)

USD 3.23B
UPRO ProShares UltraPro S&P500 0.92 %

-0.85 (-1.35%)

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

-1.77 (-1.72%)

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

-0.69 (-1.97%)

USD 2.23B
LABU Direxion Daily S&P Biotech Bul.. 1.14 %

-5.68 (-6.35%)

USD 1.24B

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 20.74% 46% F 82% B
Dividend Return 0.15% 30% F 3% F
Total Return 20.88% 45% F 79% B-
Trailing 12 Months  
Capital Gain 4.13% 80% B- 72% C
Dividend Return 2.16% 86% B+ 36% F
Total Return 6.28% 83% B 67% 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 1.43% 34% F 56% F
Dividend Return 1.97% 25% F 36% F
Total Return 0.55% 47% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 4.12% 97% N/A 90% A-
Risk Adjusted Return 47.94% 64% D 58% F
Market Capitalization 0.02B 42% F 14% 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:
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.