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

ETF | Mid-Cap Blend |

Last Closing

USD 52.93

Change

-0.08 (-0.15)%

Market Cap

USD 10.40B

Volume

0.54M

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: 2024-05-21 )

Largest Industry Peers for Mid-Cap Blend

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

+0.24 (+0.41%)

USD 82.77B
VO Vanguard Mid-Cap Index Fund ET..

-0.27 (-0.11%)

USD 63.40B
IWR iShares Russell Mid-Cap ETF

+0.07 (+0.09%)

USD 33.37B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+0.09 (+0.02%)

USD 21.53B
VXF Vanguard Extended Market Index..

+0.34 (+0.20%)

USD 18.26B
SCHM Schwab U.S. Mid-Cap ETF

+0.30 (+0.38%)

USD 10.97B
XMHQ Invesco S&P MidCap Quality ETF

+0.10 (+0.10%)

USD 4.71B
JHMM John Hancock Multifactor Mid C..

+0.19 (+0.34%)

USD 3.67B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.34 (+0.34%)

USD 1.96B
JKG iShares Morningstar Mid-Cap ET..

N/A

USD 0.87B

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 8.64% 89% A- 67% D+
Dividend Return 0.33% 65% D 17% F
Total Return 8.98% 89% A- 65% D
Trailing 12 Months  
Capital Gain 23.41% 79% B- 73% C
Dividend Return 1.68% 74% C 23% F
Total Return 25.09% 79% B- 71% C-
Trailing 5 Years  
Capital Gain 62.66% 89% A- 74% C
Dividend Return 7.20% 33% F 23% F
Total Return 69.87% 83% B 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.27% 74% C 73% C
Dividend Return 12.45% 74% C 70% C-
Total Return 1.18% 42% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 24.11% 26% F 47% F
Risk Adjusted Return 51.61% 42% F 74% C
Market Capitalization 10.40B 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.