Values as of: 2024-04-28
ETF | Small Blend | NYSE Arca
Last Closing
USD 34.13Change
0.00 (0.00)%Market Cap
USD 0.01BVolume
0.04MAnalyst Target
N/AVerdict
Verdict
The investment seeks to replicate investment results that generally correspond to the Inspire Small/Mid Cap Impact Index. The fund generally will invest at least 80% of its total assets in the component securities. The index provider selects domestic small and mid capitalization equity securities included in the Russell 2,000 Index and S&P 400 Index using the Inspire Impact Score®, a proprietary selection methodology that is designed to assign a score to a particular security based on the security's alignment with biblical values and the positive impact that company has on the world through various environmental, social and governance criterion.
Company Website : www.anchorcapitalfunds.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF |
+0.14 (+0.12%) |
USD 84.92B |
| SCHA | Schwab U.S. Small-Cap ETF |
+0.02 (+0.08%) |
USD 17.97B |
| SPSM | SPDR® Portfolio S&P 600 Small.. |
+0.04 (+0.09%) |
USD 11.72B |
| FNDA | Schwab Fundamental U.S. Small .. |
-0.01 (-0.03%) |
USD 9.04B |
| EES | WisdomTree U.S. SmallCap Earni.. |
+0.31 (+0.59%) |
USD 0.65B |
| JPSE | JPMorgan Diversified Return U... |
-0.14 (-0.29%) |
USD 0.51B |
| GSSC | Goldman Sachs ActiveBeta® U.S.. |
+0.07 (+0.09%) |
USD 0.50B |
| JHSC | John Hancock Multifactor Small.. |
+0.05 (+0.12%) |
USD 0.50B |
| SMLV | SPDR® SSGA US Small Cap Low V.. |
+0.52 (+0.41%) |
USD 0.20B |
| IWC | iShares Micro-Cap ETF |
-0.21 (-0.17%) |
N/A |
N/A
| Market Performance vs. Industry/Classification (Small Blend) | Market Performance vs. Exchange (NYSE Arca) | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -1.63% | 47% | F | 36% | F | ||
| Dividend Return | 0.36% | 93% | A | 20% | F | ||
| Total Return | -1.27% | 56% | F | 32% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 12.49% | 50% | F | 65% | D | ||
| Dividend Return | 1.09% | 13% | F | 13% | F | ||
| Total Return | 13.58% | 31% | F | 60% | D- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 25.07% | 31% | F | 63% | D | ||
| Dividend Return | 5.49% | 25% | F | 18% | F | ||
| Total Return | 30.56% | 31% | F | 56% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 9.20% | 31% | F | 69% | C- | ||
| Dividend Return | 10.25% | 31% | F | 66% | D+ | ||
| Total Return | 1.05% | 44% | F | 26% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 28.69% | 63% | D | 39% | F | ||
| Risk Adjusted Return | 35.74% | 38% | F | 59% | D- | ||
| Market Capitalization | 0.01B | 6% | D- | 31% | F | ||
| 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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
The company had negative total earnings in the most recent four quarters.
