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

ETF | Mid-Cap Blend |

Last Closing

USD 50.84

Change

-0.46 (-0.90)%

Market Cap

USD 10.12B

Volume

1.69M

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: 2024-07-01 )

Largest Industry Peers for Mid-Cap Blend

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

+0.12 (+0.21%)

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

+0.22 (+0.09%)

USD 63.55B
IWR iShares Russell Mid-Cap ETF

+0.13 (+0.16%)

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

+1.15 (+0.22%)

USD 21.41B
VXF Vanguard Extended Market Index..

+0.36 (+0.21%)

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

+0.22 (+0.28%)

USD 11.03B
XMHQ Invesco S&P MidCap Quality ETF

+0.26 (+0.27%)

USD 4.63B
JHMM John Hancock Multifactor Mid C..

+0.07 (+0.13%)

USD 3.70B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.18 (+0.18%)

USD 1.99B
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 4.35% 67% D+ 61% D-
Dividend Return 0.76% 72% C 21% F
Total Return 5.11% 79% B- 57% F
Trailing 12 Months  
Capital Gain 10.38% 68% D+ 67% D+
Dividend Return 1.59% 79% B- 24% F
Total Return 11.97% 74% C 63% D
Trailing 5 Years  
Capital Gain 48.22% 95% A 75% C
Dividend Return 7.02% 42% F 23% F
Total Return 55.24% 89% A- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.92% 74% C 75% C
Dividend Return 13.13% 74% C 73% C
Total Return 1.21% 42% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 23.94% 26% F 43% F
Risk Adjusted Return 54.85% 42% F 77% 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.