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

ETF | Mid-Cap Blend |

Last Closing

USD 50.95

Change

-0.55 (-1.07)%

Market Cap

USD 10.05B

Volume

2.17M

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: 2024-06-14 )

Largest Industry Peers for Mid-Cap Blend

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

+0.52 (+0.90%)

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

+1.48 (+0.61%)

USD 64.04B
IWR iShares Russell Mid-Cap ETF

+0.48 (+0.60%)

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

+4.90 (+0.92%)

USD 21.53B
VXF Vanguard Extended Market Index..

+1.22 (+0.73%)

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

+0.62 (+0.80%)

USD 11.14B
XMHQ Invesco S&P MidCap Quality ETF

+0.94 (+0.92%)

USD 4.71B
JHMM John Hancock Multifactor Mid C..

+0.40 (+0.73%)

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

+0.86 (+0.88%)

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 4.58% 83% B 63% D
Dividend Return 0.33% 53% F 13% F
Total Return 4.91% 84% B 58% F
Trailing 12 Months  
Capital Gain 12.40% 63% D 70% C-
Dividend Return 1.59% 74% C 24% F
Total Return 13.99% 79% B- 66% D+
Trailing 5 Years  
Capital Gain 52.96% 94% A 74% C
Dividend Return 7.04% 33% F 22% F
Total Return 59.99% 94% A 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.70% 74% C 74% C
Dividend Return 12.91% 74% C 72% C
Total Return 1.20% 42% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 24.03% 26% F 44% F
Risk Adjusted Return 53.71% 42% F 76% C+
Market Capitalization 10.05B 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.