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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2024-07-06
SFY:NYE-SoFi Select 500 (USD)
ETF | Large Growth |
Last Closing
USD 20.28Change
0.00 (0.00)%Market Cap
USD 0.83BVolume
0.16MAnalyst Target
N/AVerdict
Verdict
Values as of: 2024-07-06
ETF | Large Growth |
Last Closing
USD 20.28Change
0.00 (0.00)%Market Cap
USD 0.83BVolume
0.16MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth E.. |
+1.15 (+1.12%) |
USD 32.40B |
VOOG | Vanguard S&P 500 Growth Index .. |
+3.56 (+1.04%) |
USD 12.94B |
IWY | iShares Russell Top 200 Growth.. |
+2.41 (+1.11%) |
USD 11.70B |
SPGP | Invesco S&P 500 GARP ETF |
+1.28 (+1.22%) |
USD 4.24B |
JMOM | JPMorgan U.S. Momentum Factor .. |
+0.67 (+1.18%) |
USD 1.14B |
FQAL | Fidelity® Quality Factor ETF |
+0.45 (+0.70%) |
USD 1.05B |
QGRO | American Century U.S. Quality .. |
+1.30 (+1.43%) |
USD 0.92B |
BIBL | Northern Lights Fund Trust IV .. |
+0.23 (+0.57%) |
USD 0.34B |
FDMO | Fidelity® Momentum Factor ETF |
+0.87 (+1.33%) |
USD 0.30B |
GVIP | Goldman Sachs Hedge Industry V.. |
+1.82 (+1.53%) |
USD 0.30B |
N/A
Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 19.72% | 50% | F | 89% | A- | ||
Dividend Return | 0.61% | 92% | A | 15% | F | ||
Total Return | 20.33% | 52% | F | 88% | B+ | ||
Trailing 12 Months | |||||||
Capital Gain | 30.59% | 46% | F | 87% | B+ | ||
Dividend Return | 1.45% | 92% | A | 21% | F | ||
Total Return | 32.03% | 46% | F | 86% | B+ | ||
Trailing 5 Years | |||||||
Capital Gain | 99.77% | 65% | D | 88% | B+ | ||
Dividend Return | 9.44% | 96% | N/A | 35% | F | ||
Total Return | 109.21% | 69% | C- | 88% | B+ | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.59% | 52% | F | 79% | B- | ||
Dividend Return | 15.99% | 52% | F | 78% | C+ | ||
Total Return | 1.40% | 100% | F | 33% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 20.29% | 81% | B- | 52% | F | ||
Risk Adjusted Return | 78.80% | 85% | B | 92% | A | ||
Market Capitalization | 0.83B | 38% | F | 52% | F |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The company had positive total free cash flow in the most recent four quarters.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.