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

ETF | Mid-Cap Blend |

Last Closing

USD 51.6

Change

+0.10 (+0.19)%

Market Cap

USD 10.12B

Volume

1.84M

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: 2024-06-24 )

Largest Industry Peers for Mid-Cap Blend

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

+0.19 (+0.33%)

USD 82.98B
VO Vanguard Mid-Cap Index Fund ET..

-0.01 (0.00%)

USD 63.40B
IWR iShares Russell Mid-Cap ETF

+0.20 (+0.25%)

USD 33.68B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+2.02 (+0.38%)

USD 21.41B
VXF Vanguard Extended Market Index..

+1.11 (+0.66%)

USD 20.96B
SCHM Schwab U.S. Mid-Cap ETF

+0.28 (+0.36%)

USD 10.97B
XMHQ Invesco S&P MidCap Quality ETF

+0.69 (+0.71%)

USD 5.26B
JHMM John Hancock Multifactor Mid C..

+0.11 (+0.20%)

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

+0.34 (+0.34%)

USD 1.96B
FNX First Trust Mid Cap Core Alpha..

+0.21 (+0.19%)

USD 1.13B

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 5.91% 67% D+ 64% D
Dividend Return 0.76% 82% B 26% F
Total Return 6.67% 68% D+ 61% D-
Trailing 12 Months  
Capital Gain 16.35% 63% D 70% C-
Dividend Return 1.66% 89% A- 25% F
Total Return 18.00% 68% D+ 68% D+
Trailing 5 Years  
Capital Gain 55.70% 89% A- 74% C
Dividend Return 7.27% 42% F 24% F
Total Return 62.97% 84% B 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.81% 74% C 74% C
Dividend Return 13.01% 74% C 72% C
Total Return 1.21% 42% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 23.99% 26% F 44% F
Risk Adjusted Return 54.23% 42% F 76% C+
Market Capitalization 10.12B 68% D+ 85% 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.