ducovest

VRTIX:NMF-Vanguard Russell 2000 Index Fund Institutional Shares (USD)

ETF | Others |

Last Closing

USD 321.81

Change

-1.99 (-0.61)%

Market Cap

USD 10.02B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-16 )

Largest Industry Peers for Others

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VRVIX Vanguard Russell 1000 Value In..

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VRNIX Vanguard Scottsdale Funds - Va..

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VRTTX Vanguard Russell 3000 Index Fu..

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XAODX Alpine Total Dynamic Dividend ..

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XNUVX Nuveen Municipal Value Fd Inc

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VRTGX Vanguard Russell 2000 Growth I..

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 USD 1.19B
XJPCX Nuveen Preferred Income Opport..

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 USD 0.99B
XBOEX BlackRock Global Opportunities..

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ETFs Containing VRTIX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.72% 43% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.72% 43% F 43% F
Trailing 12 Months  
Capital Gain 17.53% 76% C+ 76% C+
Dividend Return 1.02% 41% F 41% F
Total Return 18.55% 78% C+ 78% C+
Trailing 5 Years  
Capital Gain 36.85% 85% B 85% B
Dividend Return 1.55% 88% B+ 88% B+
Total Return 38.40% 85% B 85% B
Average Annual (5 Year Horizon)  
Capital Gain 8.88% 89% A- 89% A-
Dividend Return 9.02% 89% A- 89% A-
Total Return 0.13% 89% A- 89% A-
Risk Return Profile  
Volatility (Standard Deviation) 27.79% 14% F 14% F
Risk Adjusted Return 32.45% 82% B 82% B
Market Capitalization 10.02B 95% A 95% A

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.