SUSA:NYE- (USD)

ETF | Large Blend |

Last Closing

USD 112.42

Change

-0.06 (-0.05)%

Market Cap

USD 3.53B

Volume

0.04M
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 Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

-2.15 (-0.39%)

USD 524.51B
IVV iShares Core S&P 500 ETF

-2.09 (-0.38%)

USD 473.37B
VOO Vanguard S&P 500 ETF

-3.72 (-0.74%)

USD 473.15B
VTI Vanguard Total Stock Market In..

-1.87 (-0.69%)

USD 395.02B
VIG Vanguard Dividend Appreciation..

-1.14 (-0.62%)

USD 79.96B
ITOT iShares Core S&P Total U.S. St..

-0.40 (-0.34%)

USD 56.42B
RSP Invesco S&P 500® Equal Weight..

+0.12 (+0.07%)

USD 53.72B
SCHX Schwab U.S. Large-Cap ETF

-0.26 (-0.40%)

USD 42.96B
SPLG SPDR® Portfolio S&P 500 ETF

-0.24 (-0.37%)

USD 39.37B
IWB iShares Russell 1000 ETF

-1.15 (-0.39%)

USD 36.22B

ETFs Containing SUSA

HECO 0.00 % 0.95 %

N/A

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Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.85% 48% F 80% B-
Dividend Return 0.58% 40% F 16% F
Total Return 12.43% 48% F 78% C+
Trailing 12 Months  
Capital Gain 21.97% 49% F 80% B-
Dividend Return 1.46% 49% F 21% F
Total Return 23.43% 51% F 78% C+
Trailing 5 Years  
Capital Gain 84.49% 69% C- 84% B
Dividend Return 8.10% 58% F 29% F
Total Return 92.59% 68% D+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.67% 76% C+ 77% C+
Dividend Return 14.92% 74% C 77% C+
Total Return 1.25% 46% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 20.34% 26% F 52% F
Risk Adjusted Return 73.32% 49% F 90% A-
Market Capitalization 3.53B 69% C- 72% C

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.