Values as of: 2024-05-25
ETF | Large Growth |
Last Closing
USD 19.13Change
0.00 (0.00)%Market Cap
USD 0.76BVolume
0.15MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VUG | Vanguard Growth Index Fund ETF.. |
+5.11 (+1.38%) |
USD 133.12B |
| IWF | iShares Russell 1000 Growth ET.. |
+4.04 (+1.12%) |
USD 96.06B |
| IVW | iShares S&P 500 Growth ETF |
+1.14 (+1.25%) |
USD 52.46B |
| SCHG | Schwab U.S. Large-Cap Growth E.. |
+1.25 (+1.26%) |
USD 30.55B |
| SPYG | SPDR® Portfolio S&P 500 Growt.. |
+0.97 (+1.23%) |
USD 29.32B |
| MGK | Vanguard Mega Cap Growth Index.. |
+4.92 (+1.59%) |
USD 22.35B |
| IWY | iShares Russell Top 200 Growth.. |
+2.60 (+1.23%) |
USD 12.03B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+4.65 (+1.41%) |
USD 11.69B |
| SPGP | Invesco S&P 500 GARP ETF |
-0.18 (-0.17%) |
USD 6.26B |
| JKE | iShares Morningstar Growth ETF |
N/A |
USD 2.35B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| GDMA | 0.00 % | 0.00 % |
N/A |
N/A |
| Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 12.93% | 40% | F | 82% | B | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 12.93% | 42% | F | 80% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 29.34% | 42% | F | 81% | B- | ||
| Dividend Return | 1.60% | 92% | A | 22% | F | ||
| Total Return | 30.95% | 38% | F | 79% | B- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 95.24% | 52% | F | 84% | B | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 95.24% | 52% | F | 81% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 14.12% | 54% | F | 78% | C+ | ||
| Dividend Return | 15.51% | 54% | F | 77% | C+ | ||
| Total Return | 1.39% | 100% | F | 33% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 20.16% | 85% | B | 56% | F | ||
| Risk Adjusted Return | 76.94% | 81% | B- | 93% | A | ||
| Market Capitalization | 0.76B | 38% | F | 51% | 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.
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.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The company had positive total free cash flow in the most recent four quarters.
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.
