SPMD:NYE-SPDR Russell Small Cap Completeness (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 52.84

Change

-0.55 (-1.03)%

Market Cap

USD 9.76B

Volume

0.91M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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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 Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+0.78 (+1.34%)

USD 84.22B
VO Vanguard Mid-Cap Index Fund ET..

+1.74 (+0.72%)

USD 64.04B
IWR iShares Russell Mid-Cap ETF

+0.84 (+1.04%)

USD 33.95B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+7.17 (+1.34%)

USD 22.12B
VXF Vanguard Extended Market Index..

+2.39 (+1.43%)

USD 18.49B
SCHM Schwab U.S. Mid-Cap ETF

+0.78 (+1.00%)

USD 11.14B
XMHQ Invesco S&P MidCap Quality ETF

+1.51 (+1.47%)

USD 4.71B
JHMM John Hancock Multifactor Mid C..

+0.60 (+1.09%)

USD 3.69B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.23 (+1.25%)

USD 1.98B
JKG iShares Morningstar Mid-Cap ET..

N/A

USD 0.88B

ETFs Containing SPMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.46% 78% C+ 68% D+
Dividend Return 0.33% 65% D 17% F
Total Return 8.79% 79% B- 65% D
Trailing 12 Months  
Capital Gain 21.56% 74% C 72% C
Dividend Return 1.66% 74% C 23% F
Total Return 23.21% 79% B- 69% C-
Trailing 5 Years  
Capital Gain 59.06% 78% C+ 73% C
Dividend Return 7.06% 33% F 23% F
Total Return 66.12% 83% B 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.08% 74% C 72% C
Dividend Return 12.25% 74% C 70% C-
Total Return 1.17% 42% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 24.18% 26% F 47% F
Risk Adjusted Return 50.68% 42% F 73% C
Market Capitalization 9.76B 68% D+ 84% B

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:

There is nothing we particularly like

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.