SPMD:NYE- (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 51.04

Change

-0.13 (-0.25)%

Market Cap

USD 10.12B

Volume

2.16M
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: 2024-06-26 )

Largest Industry Peers for Mid-Cap Blend

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

+0.15 (+0.26%)

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

-0.16 (-0.07%)

USD 63.40B
IWR iShares Russell Mid-Cap ETF

+0.09 (+0.11%)

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

+1.51 (+0.28%)

USD 21.41B
VXF Vanguard Extended Market Index..

+0.17 (+0.10%)

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

+0.19 (+0.24%)

USD 10.97B
XMHQ Invesco S&P MidCap Quality ETF

-0.42 (-0.43%)

USD 5.26B
JHMM John Hancock Multifactor Mid C..

+0.09 (+0.16%)

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

-0.07 (-0.07%)

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 4.76% 67% D+ 62% D
Dividend Return 0.76% 78% C+ 24% F
Total Return 5.52% 79% B- 58% F
Trailing 12 Months  
Capital Gain 13.30% 70% C- 68% D+
Dividend Return 1.63% 85% B 25% F
Total Return 14.93% 80% B- 65% D
Trailing 5 Years  
Capital Gain 49.81% 75% C 73% C
Dividend Return 7.07% 45% F 24% F
Total Return 56.88% 80% B- 71% 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+ 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.