ducovest

SCTO:ARCA-Global X JPMorgan US Sector Rotator Index

ETF | Allocation--70% to 85% Equity | NYSE Arca

Last Closing

USD 22.915

Change

+0.05 (+0.20)%

Market Cap

USD 0.02B

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses of the JPMorgan U.S. Sector Rotator TR Series X Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index aims to participate in the best-performing U.S. sectors of the market while limiting its exposure to the market during periods of high volatility or market declines. The fund is non-diversified.

Company Website : www.globalxfunds.com

Currency: USD

Country : USA

Inception Date: 22/10/2014

Primary Benchmark: JPM US Sector Rotator TR Series X TR USD

Primary Index: Morningstar Mod Tgt Risk TR USD

Gross Expense Ratio: 0.69%

Management Expense Ratio: 0.69 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
SECIT:NSE 100.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-18 )

Largest Industry Peers for Allocation--70% to 85% Equity

Symbol Name Mer Price(Change) Market Cap
AOA iShares Core Aggressive Alloca.. 0.18 %

-0.19 (-0.27%)

 USD 1.88B

ETFs Containing SCTO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Allocation--70% to 85% Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.34% 11% F 8% B-
Dividend Return N/A N/A N/A N/A F
Total Return -0.34% 11% F 8% B-
Trailing 12 Months  
Capital Gain -16.69% 44% F 28% F
Dividend Return 1.39% 11% F 25% F
Total Return -15.30% 22% F 26% F
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 1.45% 44% F 52% F
Dividend Return 2.82% 11% F 38% F
Total Return 1.37% 11% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 7.42% 100% F 79% B-
Risk Adjusted Return 38.04% 22% F 48% F
Market Capitalization 0.02B 11% F 11% 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.