(BUFG) First Trust Exchange-Traded - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Defined Outcome
BUFG: Stocks, Index, ETFs
The First Trust Exchange-Traded Fund VIII - FT Cboe Vest Buffered Allocation Growth ETF (BATS: BUFG) is a defined outcome ETF designed to provide investors with returns based on the price performance of the SPDR® S&P 500® ETF Trust (SPY), subject to a cap, while incorporating a buffer against losses over a one-year period. The fund achieves this by investing in a portfolio of ETFs and utilizing options strategies. SPY, as the underlying index fund, aims to replicate the performance of the S&P 500® Index, which tracks 500 large-cap U.S. companies. BUFGs structure is tailored to risk-averse investors seeking equity exposure with downside protection.
As a buffered allocation fund, BUFG employs a structured approach to balance growth potential and loss mitigation. The funds returns are tied to SPYs price performance, up to a predetermined cap, while offering a defined buffer against losses. This makes it suitable for investors who want to participate in equity markets while limiting downside risk. The ETFs strategy is transparent, with its performance linked to SPYs returns, adjusted for fees and expenses.
Additional Sources for BUFG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BUFG ETF Overview
Market Cap in USD | 250m |
Category | Defined Outcome |
TER | 1.05% |
IPO / Inception | 2021-10-26 |
BUFG ETF Ratings
Growth 5y | 52.0% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength Industry | -2.79 |
Analysts | - |
Fair Price Momentum | 22.21 USD |
Fair Price DCF | - |
BUFG Dividends
No Dividends PaidBUFG Growth Ratios
Growth Correlation 3m | -6.7% |
Growth Correlation 12m | 92.6% |
Growth Correlation 5y | 79.5% |
CAGR 5y | 5.42% |
CAGR/Max DD 5y | 0.31 |
Sharpe Ratio 12m | 0.78 |
Alpha | -0.48 |
Beta | 0.60 |
Volatility | 18.87% |
Current Volume | 18.9k |
Average Volume 20d | 33.8k |
As of March 15, 2025, the stock is trading at USD 23.92 with a total of 18,936 shares traded.
Over the past week, the price has changed by -1.56%, over one month by -4.93%, over three months by -3.78% and over the past year by +7.60%.
Partly, yes. Based on ValueRay Analyses, First Trust Exchange-Traded (BATS:BUFG) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 52.01 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BUFG as of March 2025 is 22.21. This means that BUFG is currently overvalued and has a potential downside of -7.15%.
First Trust Exchange-Traded has no consensus analysts rating.
According to ValueRays Forecast Model, BUFG First Trust Exchange-Traded will be worth about 24.7 in March 2026. The stock is currently trading at 23.92. This means that the stock has a potential upside of +3.34%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 24.7 | 3.3% |