BAC:NYE-Bank of America Corporation (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 41.81

Change

+0.07 (+0.17)%

Market Cap

USD 205.13B

Volume

0.03B

Analyst Target

USD 28.69
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Bank of America Corporation is a bank holding and a financial holding company. Through its subsidiaries, the Company provides banking and non-banking financial services and products throughout the United States and in selected international markets.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-11 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM-PD JPMorgan Chase & Co

-0.34 (-1.34%)

USD 333.58B
JPM-PC JPMorgan Chase & Co

-0.20 (-0.79%)

USD 331.09B
BML-PG Bank of America Corporation

-0.13 (-0.59%)

USD 306.20B
BML-PH Bank of America Corporation

-0.13 (-0.55%)

USD 305.34B
BAC-PE Bank of America Corporation

-0.01 (-0.04%)

USD 279.72B
BML-PL Bank of America Corporation

-0.06 (-0.27%)

USD 274.39B
BML-PJ Bank of America Corporation

-0.04 (-0.17%)

USD 266.45B
BAC-PK Bank of America Corporation

-0.02 (-0.08%)

USD 251.12B
BAC-PB Bank of America Corporation

N/A

USD 250.58B
BAC-PL Bank of America Corporation

+1.90 (+0.16%)

USD 241.31B

ETFs Containing BAC

IWX iShares Russell Top 200 V.. 1,000.00 % 0.20 %

-1.18 (-1.15%)

USD 2.27B
XUFB:LSE Xtrackers MSCI USA Banks .. 18.08 % 0.00 %

-106.90 (-1.15%)

USD 0.01B
BNKS:AU BetaShares Global Banks C.. 8.08 % 0.00 %

-0.34 (-1.15%)

USD 0.04B
FINU 6.80 % 0.95 %

N/A

N/A
HUBL-U:CA 6.78 % 0.00 %

N/A

N/A
CALL-U:CA Evolve US Banks Enhanced .. 6.61 % 0.00 %

N/A

N/A
CALL-B:CA Evolve US Banks Enhanced .. 6.61 % 0.00 %

-1.53 (-1.15%)

N/A
IUS2:XETRA iShares S&P U.S. Banks UC.. 6.21 % 0.00 %

-0.33 (-1.15%)

USD 0.33B
BFIN:CA Brompton North American F.. 5.91 % 0.96 %

-0.81 (-1.15%)

CAD 0.05B
XUKS:LSE db x-trackers FTSE 100 Sh.. 5.20 % 0.00 %

+3.98 (+-1.15%)

USD 7.88M
BDVG Litman Gregory Funds Trus.. 4.90 % 0.00 %

-0.10 (-1.15%)

USD 3.92M
XSFN:LSE db x-trackers MSCI USA Fi.. 4.89 % 0.00 %

-86.50 (-1.15%)

USD 0.95B
XUFN:LSE db x-trackers MSCI USA Fi.. 4.89 % 0.00 %

-1.04 (-1.15%)

USD 0.95B
IUFS:LSE iShares S&P 500 Financial.. 4.85 % 0.00 %

-0.37 (-1.15%)

USD 1.12B
UIFS:LSE iShares S&P 500 USD Finan.. 4.85 % 0.00 %

-32.50 (-1.15%)

USD 1.23B
XUFN:F Xtrackers (IE) Public Lim.. 4.84 % 0.00 %

-1.64 (-1.15%)

USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 4.84 % 0.00 %

-1.25 (-1.15%)

USD 1.16B
XUFN:SW Xtrackers MSCI USA Financ.. 4.84 % 0.00 %

N/A

USD 0.98B
ZPDF:F SPDR S&P U.S. Financials .. 4.75 % 0.00 %

-2.50 (-1.15%)

USD 0.36B
SXLF:SW SPDR S&P U.S. Financials .. 4.75 % 0.00 %

-2.42 (-1.15%)

N/A
ZPDF:XETRA SPDR S&P U.S. Financials .. 4.75 % 0.00 %

-1.93 (-1.15%)

USD 0.36B
GXLF:LSE SPDR® S&P® U.S. Financi.. 4.75 % 0.00 %

-1.26 (-1.15%)

N/A
XUSF:CA iShares S&P U.S. Financia.. 4.74 % 0.00 %

-2.03 (-1.15%)

N/A
IUFS:SW iShares S&P 500 Financial.. 4.74 % 0.00 %

-0.49 (-1.15%)

USD 1.25B
QDVH:XETRA iShares S&P 500 Financial.. 4.71 % 0.00 %

-0.48 (-1.15%)

USD 1.12B
BQGE:F Ossiam Lux Barclays Quant.. 4.66 % 0.00 %

-4.22 (-1.15%)

N/A
ESGS 4.58 % 0.35 %

N/A

N/A
EQIN Russell Equity Income ETF 4.55 % 0.00 %

-0.52 (-1.15%)

N/A
XNID:LSE Xtrackers Nifty 50 Swap U.. 4.53 % 0.00 %

-5.31 (-1.15%)

USD 0.23B
XNIF:LSE Xtrackers Nifty 50 Swap U.. 4.53 % 0.00 %

-386.00 (-1.15%)

USD 0.23B
CFCV 4.50 % 0.00 %

N/A

N/A
GABF Gabelli Financial Service.. 4.30 % 0.00 %

-1.41 (-1.15%)

USD 0.02B
FNCL Fidelity® MSCI Financial.. 4.15 % 0.08 %

-1.51 (-1.15%)

USD 1.71B
BAMV 4.11 % 0.00 %

N/A

N/A
WF1E:XETRA Invesco Markets II plc - .. 4.11 % 0.00 %

-0.25 (-1.15%)

USD 2.57M
ZWH-U:CA BMO US High Dividend Cove.. 3.89 % 0.00 %

-0.31 (-1.15%)

N/A
XAIX:XETRA Xtrackers Artificial Inte.. 3.81 % 0.00 %

-6.68 (-1.15%)

USD 2.91B
XAIX:SW Xtrackers Artificial Inte.. 3.81 % 0.00 %

-7.82 (-1.15%)

USD 3.39B
XAIX:F Xtrackers IE PLC - Xtrack.. 3.81 % 0.00 %

-4.36 (-1.15%)

N/A
WDFE:SW Invesco Markets II plc - .. 3.77 % 0.00 %

N/A

USD 2.57M
ICAP InfraCap Equity Income Fu.. 3.58 % 0.00 %

-0.19 (-1.15%)

USD 0.05B
PJFV PGIM ETF Trust - PGIM Jen.. 3.53 % 0.00 %

-1.59 (-1.15%)

N/A
HESG:CA 3.50 % 0.00 %

N/A

N/A
WELK:XETRA Amundi S&P Global Financi.. 3.10 % 0.00 %

-0.61 (-1.15%)

N/A
WELY:XETRA Amundi S&P Global Financi.. 3.10 % 0.00 %

-0.59 (-1.15%)

N/A
BUSA 3.09 % 0.00 %

N/A

N/A
HFG:CA Hamilton Global Financial.. 3.00 % 0.00 %

-0.76 (-1.15%)

CAD 0.05B
RUDC:CA RBC U.S. Dividend Covered.. 2.97 % 0.00 %

-0.29 (-1.15%)

N/A
FNCW:LSE SPDR® MSCI World Financi.. 2.88 % 0.00 %

-1.89 (-1.15%)

N/A
WFIN:SW SPDR MSCI World Financial.. 2.88 % 0.00 %

-3.39 (-1.15%)

N/A
XDWF:F Xtrackers (IE) Public Lim.. 2.87 % 0.00 %

-1.08 (-1.15%)

USD 0.41B
XDWF:XETRA db x-trackers MSCI World .. 2.87 % 0.00 %

-1.28 (-1.15%)

USD 0.41B
XWFS:LSE Xtrackers MSCI World Fina.. 2.87 % 0.00 %

-0.79 (-1.15%)

N/A
REVS Columbia Research Enhance.. 2.80 % 0.00 %

-0.41 (-1.15%)

USD 0.05B
S5EE:LSE UBS (Irl) ETF plc - S&P 5.. 2.75 % 0.00 %

-51.40 (-1.15%)

USD 0.27B
S5EG:LSE UBS (Irl) ETF plc - S&P 5.. 2.75 % 0.00 %

-50.40 (-1.15%)

USD 9.62M
XSPU:LSE Xtrackers - S&P 500 Swap .. 2.65 % 0.00 %

-3.27 (-1.15%)

USD 5.14B
XSPX:LSE Xtrackers S&P 500 Swap UC.. 2.65 % 0.00 %

-280.00 (-1.15%)

USD 5.14B
XS5G:LSE 2.65 % 0.00 %

N/A

N/A
XSXD:LSE Xtrackers S&P 500 Swap UC.. 2.65 % 0.00 %

-0.37 (-1.15%)

N/A
XSXG:LSE Xtrackers S&P 500 Swap UC.. 2.65 % 0.00 %

-0.31 (-1.15%)

N/A
AW1C:XETRA UBS (Irl) ETF plc - S&P 5.. 2.60 % 0.00 %

-0.74 (-1.15%)

USD 0.03B
SPESGE:SW UBS (Irl) ETF plc - S&P 5.. 2.60 % 0.00 %

-0.34 (-1.15%)

USD 0.28B
FMIL 2.55 % 0.00 %

N/A

N/A
HEA:CA 2.54 % 0.00 %

N/A

N/A
HEA-U:CA 2.54 % 0.00 %

N/A

N/A
JAVA JPMorgan Active Value ETF 2.43 % 0.00 %

-1.02 (-1.15%)

USD 1.44B
FYLG Global X Funds - Global X.. 2.25 % 0.00 %

-0.61 (-1.15%)

N/A
DVND Touchstone ETF Trust - To.. 2.17 % 0.00 %

-0.43 (-1.15%)

USD 0.03B
IUVD:LSE iShares Edge MSCI USA Val.. 2.12 % 0.00 %

-0.26 (-1.15%)

USD 2.10B
IUVF:LSE iShares Edge MSCI USA Val.. 2.12 % 0.00 %

-33.63 (-1.15%)

USD 1.90B
IUVL:LSE iShares Edge MSCI USA Val.. 2.12 % 0.00 %

-0.40 (-1.15%)

USD 2.10B
QDVI:XETRA iShares Edge MSCI USA Val.. 2.04 % 0.00 %

-0.48 (-1.15%)

USD 2.09B
IUVL:SW iShares Edge MSCI USA Val.. 2.04 % 0.00 %

-0.33 (-1.15%)

USD 1.92B
SNPV 2.02 % 0.00 %

N/A

N/A
VMAX REX VolMAXX Long VIX Futu.. 1.80 % 0.00 %

-1.19 (-1.15%)

USD 5.93M
PHE-B:CA Purpose Fund Corp. - Purp.. 1.74 % 0.00 %

-0.90 (-1.15%)

CAD 0.02B
FELV Fidelity Enhanced Large C.. 1.71 % 0.00 %

-0.51 (-1.15%)

USD 2.00B
EPS WisdomTree U.S. Earnings .. 1.66 % 0.28 %

-1.14 (-1.15%)

USD 0.94B
DFUV Dimensional US Marketwide.. 1.51 % 0.00 %

-1.06 (-1.15%)

USD 10.78B
PRUS:LSE Invesco Markets III plc -.. 1.34 % 0.00 %

-0.89 (-1.15%)

USD 0.53B
PSRF:LSE Invesco Markets III plc -.. 1.34 % 0.00 %

-75.00 (-1.15%)

USD 0.53B
PFT:PA Invesco FTSE RAFI US 1000.. 1.30 % 0.00 %

-1.20 (-1.15%)

USD 0.54B
6PSA:F Invesco Markets III plc -.. 1.30 % 0.00 %

-0.57 (-1.15%)

USD 0.50B
6PSA:XETRA Invesco Markets III plc -.. 1.30 % 0.00 %

-1.16 (-1.15%)

USD 0.50B
PFT:SW Invesco FTSE RAFI US 1000.. 1.30 % 0.00 %

-0.81 (-1.15%)

USD 0.54B
FNDX Schwab Fundamental U.S. L.. 1.30 % 0.25 %

-1.52 (-1.15%)

USD 16.18B
GENG:LSE UBS (Irl) ETF plc - Globa.. 1.29 % 0.00 %

-50.00 (-1.15%)

USD 0.04B
UBU5:F UBS (Irl) ETF Public Limi.. 1.26 % 0.00 %

N/A

USD 0.42B
UBU5:XETRA UBS (Irl) plc - MSCI USA .. 1.26 % 0.00 %

-3.52 (-1.15%)

USD 0.63B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 1.26 % 0.00 %

-2.10 (-1.15%)

USD 0.43B
FNDB Schwab Fundamental U.S. B.. 1.21 % 0.25 %

-1.47 (-1.15%)

USD 0.80B
VRVIX Vanguard Russell 1000 Val.. 1.16 % 0.00 %

-5.35 (-1.15%)

USD 9.85B
CVY Invesco Zacks Multi-Asset.. 1.04 % 0.65 %

-0.71 (-1.15%)

USD 0.12B
VHYD:LSE Vanguard FTSE All-World H.. 0.93 % 0.00 %

-1.24 (-1.15%)

USD 4.72B
VHYL:LSE Vanguard FTSE All-World H.. 0.93 % 0.00 %

-1.28 (-1.15%)

USD 4.72B
VGWD:F Vanguard FTSE All-World H.. 0.93 % 0.00 %

N/A

USD 5.03B
VGWD:XETRA Vanguard FTSE All-World H.. 0.93 % 0.00 %

-2.00 (-1.15%)

USD 5.03B
VHYA:LSE Vanguard FTSE All-World H.. 0.93 % 0.00 %

-1.53 (-1.15%)

USD 0.71B
VHYL:SW Vanguard FTSE All-World H.. 0.93 % 0.00 %

-3.65 (-1.15%)

N/A
VHYG:LSE Vanguard FTSE All-World H.. 0.93 % 0.00 %

-1.36 (-1.15%)

N/A
VGWE:XETRA Vanguard FTSE All-World H.. 0.93 % 0.00 %

-1.98 (-1.15%)

USD 5.03B
ELLE:LSE Amundi Global Gender Equa.. 0.86 % 0.00 %

-0.28 (-1.15%)

USD 0.05B
PSRW:LSE Invesco FTSE RAFI All Wor.. 0.66 % 0.00 %

-63.50 (-1.15%)

USD 0.06B
PSRW:PA Invesco FTSE RAFI All Wor.. 0.63 % 0.00 %

-1.08 (-1.15%)

USD 0.06B
PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.63 % 0.00 %

-1.03 (-1.15%)

USD 0.06B
PSRW:SW Invesco FTSE RAFI All Wor.. 0.63 % 0.00 %

-1.05 (-1.15%)

USD 0.06B
DBND DoubleLine Opportunistic .. 0.56 % 0.00 %

+0.56 (+-1.15%)

USD 0.28B
AGGY WisdomTree Yield Enhanced.. 0.00 % 0.12 %

+0.41 (+-1.15%)

USD 0.92B
BND Vanguard Total Bond Marke.. 0.00 % 0.04 %

+0.84 (+-1.15%)

N/A
BSCK 0.00 % 0.10 %

N/A

N/A
BWV 0.00 % 0.75 %

N/A

N/A
CBND 0.00 % 0.16 %

N/A

N/A
CLU 0.00 % 0.74 %

N/A

N/A
CLU:CA 0.00 % 0.72 %

N/A

N/A
DEW WisdomTree Global High Di.. 0.00 % 0.58 %

-0.51 (-1.15%)

N/A
DHVW 0.00 % 0.10 %

N/A

N/A
EXT 0.00 % 0.28 %

N/A

N/A
FAS Direxion Daily Financial .. 0.00 % 1.04 %

-8.56 (-1.15%)

N/A
FAZ Direxion Daily Financial .. 0.00 % 0.95 %

+0.72 (+-1.15%)

N/A
FBU:CA 0.00 % 0.84 %

N/A

N/A
FCOR Fidelity® Corporate Bond.. 0.00 % 0.42 %

+0.43 (+-1.15%)

N/A
FINZ 0.00 % 0.95 %

N/A

N/A
FLCO Franklin Liberty Investme.. 0.00 % 0.35 %

+0.21 (+-1.15%)

N/A
FLTR VanEck Investment Grade F.. 0.00 % 0.14 %

-0.08 (-1.15%)

N/A
GHS 0.00 % 0.48 %

N/A

N/A
HAZ 0.00 % 1.76 %

N/A

N/A
HEA.A:CA 0.00 % 1.61 %

N/A

N/A
HOLD 0.00 % 0.35 %

N/A

N/A
IBDQ iShares iBonds Dec 2025 T.. 0.00 % 0.10 %

+0.03 (+-1.15%)

USD 2.70B
IUSV iShares Core S&P U.S. Val.. 0.00 % 0.04 %

-1.32 (-1.15%)

USD 18.23B
IVE iShares S&P 500 Value ETF 0.00 % 0.18 %

-2.62 (-1.15%)

N/A
IWD iShares Russell 1000 Valu.. 0.00 % 0.19 %

-3.10 (-1.15%)

N/A
IXG iShares Global Financials.. 0.00 % 0.46 %

-2.00 (-1.15%)

N/A
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

-2.85 (-1.15%)

N/A
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

-2.01 (-1.15%)

N/A
KBWB Invesco KBW Bank ETF 0.00 % 0.35 %

-2.49 (-1.15%)

USD 1.71B
LQD iShares iBoxx $ Investmen.. 0.00 % 0.15 %

+1.07 (+-1.15%)

N/A
MTUM 0.00 % 0.15 %

N/A

N/A
OEW 0.00 % 0.40 %

N/A

N/A
ONEK 0.00 % 0.10 %

N/A

N/A
PFF iShares Preferred and Inc.. 0.00 % 0.46 %

-0.02 (-1.15%)

N/A
PFIG Invesco Fundamental Inves.. 0.00 % 0.22 %

+0.31 (+-1.15%)

N/A
PHE:CA Purpose Tactical Hedged E.. 0.00 % 0.95 %

N/A

CAD 3.02M
PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

-0.77 (-1.15%)

N/A
PWV Invesco Dynamic Large Cap.. 0.00 % 0.55 %

-1.23 (-1.15%)

USD 0.96B
QLTA iShares Aaa - A Rated Cor.. 0.00 % 0.15 %

+0.42 (+-1.15%)

USD 1.37B
RALS 0.00 % 0.95 %

N/A

N/A
PY Principal Value ETF 0.00 % 0.29 %

-0.86 (-1.15%)

USD 0.07B
AMCA 0.00 % 0.15 %

N/A

N/A
FIXD First Trust TCW Opportuni.. 0.00 % 0.55 %

+0.60 (+-1.15%)

USD 5.05B
BVNSC 0.00 % 0.00 %

N/A

N/A
IG Principal Exchange-Traded.. 0.00 % 0.26 %

+0.13 (+-1.15%)

USD 0.08B
RUBY:CA RBC U.S. Banks Yield Inde.. 0.00 % 0.33 %

N/A

CAD 0.01B
USIG iShares Broad USD Investm.. 0.00 % 0.08 %

+0.45 (+-1.15%)

USD 11.48B
SDGA 0.00 % 0.00 %

N/A

N/A
IMFP 0.00 % 0.15 %

N/A

N/A
ZWK:CA BMO Covered Call US Banks.. 0.00 % 0.00 %

-0.92 (-1.15%)

CAD 0.36B
BNKS:LSE iShares S&P U.S. Banks 0.00 % 0.00 %

-0.29 (-1.15%)

N/A
ROLA 0.00 % 0.00 %

N/A

N/A
SCHV Schwab U.S. Large-Cap Val.. 0.00 % 0.04 %

-1.29 (-1.15%)

USD 11.18B
SEF ProShares Short Financial.. 0.00 % 0.95 %

+0.26 (+-1.15%)

N/A
SFLA 0.00 % 0.00 %

N/A

N/A
SHU:CA 0.00 % 0.70 %

N/A

N/A
SKF ProShares UltraShort Fina.. 0.00 % 0.95 %

+0.58 (+-1.15%)

N/A
SLQD iShares 0-5 Year Investme.. 0.00 % 0.06 %

+0.21 (+-1.15%)

USD 2.15B
SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

-0.06 (-1.15%)

N/A
SPLX 0.00 % 0.00 %

N/A

N/A
SPYV SPDR® Portfolio S&P 500 .. 0.00 % 0.06 %

-0.70 (-1.15%)

N/A
THRK 0.00 % 0.10 %

N/A

N/A
USSD 0.00 % 0.33 %

N/A

N/A
UYG ProShares Ultra Financial.. 0.00 % 0.95 %

-3.48 (-1.15%)

N/A
VFH Vanguard Financials Index.. 0.00 % 0.10 %

-2.67 (-1.15%)

USD 9.90B
VIXH 0.00 % 0.60 %

N/A

N/A
VLU SPDR® S&P 1500 Value Til.. 0.00 % 0.13 %

-3.85 (-1.15%)

USD 0.38B
VLUE 0.00 % 0.15 %

N/A

N/A
VNLA Janus Henderson Short Dur.. 0.00 % 0.35 %

+0.09 (+-1.15%)

USD 2.25B
VONV Vanguard Russell 1000 Val.. 0.00 % 0.12 %

-1.41 (-1.15%)

USD 8.97B
VOOV Vanguard S&P 500 Value In.. 0.00 % 0.15 %

-2.52 (-1.15%)

USD 5.00B
VYM Vanguard High Dividend Yi.. 0.00 % 0.06 %

-2.04 (-1.15%)

N/A
XLF Financial Select Sector S.. 0.00 % 0.13 %

-1.06 (-1.15%)

USD 42.69B
ZWH:CA BMO US High Dividend Cove.. 0.00 % 0.71 %

-0.32 (-1.15%)

CAD 1.07B
ZVU:CA BMO MSCI USA Value ETF 0.00 % 0.33 %

-1.10 (-1.15%)

CAD 0.04B
NUSA Nuveen Enhanced Yield 1-5.. 0.00 % 0.20 %

+0.14 (+-1.15%)

USD 0.03B
TERM 0.00 % 0.64 %

N/A

N/A
HTRB Hartford Total Return Bon.. 0.00 % 0.38 %

+0.37 (+-1.15%)

USD 1.63B
OPEN:LSE iShares Thomson Reuters I.. 0.00 % 0.00 %

-0.17 (-1.15%)

N/A
GENE:LSE UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

-32.80 (-1.15%)

N/A
SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

-1.55 (-1.15%)

N/A
UC07:LSE UBS (Irl) plc - MSCI USA .. 0.00 % 0.00 %

-221.00 (-1.15%)

N/A
WFIN:LSE SPDR® MSCI World Financi.. 0.00 % 0.00 %

-2.31 (-1.15%)

N/A
XMUD:LSE Xtrackers - MSCI USA Swap.. 0.00 % 0.00 %

-5.07 (-1.15%)

N/A
XMUS:LSE Xtrackers MSCI USA Swap U.. 0.00 % 0.00 %

-414.50 (-1.15%)

N/A
XDWF:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

-1.07 (-1.15%)

N/A
FLDR 0.00 % 0.00 %

N/A

N/A
PSWD:F Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

-0.77 (-1.15%)

N/A
QDVH:F iShares S&P 500 Financial.. 0.00 % 0.00 %

-0.41 (-1.15%)

N/A
QDVI:F iShares IV Public Limited.. 0.00 % 0.00 %

-0.41 (-1.15%)

N/A
RUBY-U:CA RBC U.S. Banks Yield Inde.. 0.00 % 0.00 %

-0.11 (-1.15%)

N/A
QMJ 0.00 % 0.00 %

N/A

N/A
VTRN 0.00 % 0.00 %

N/A

N/A
ESCR 0.00 % 0.00 %

N/A

N/A
FIGB Fidelity Investment Grade.. 0.00 % 0.00 %

+0.43 (+-1.15%)

USD 0.10B
PFIX Simplify Interest Rate He.. 0.00 % 0.00 %

-3.27 (-1.15%)

USD 0.01B
ZACE:CA BMO U.S. All Cap Equity F.. 0.00 % 0.00 %

-1.13 (-1.15%)

CAD 0.03B
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

-0.32 (-1.15%)

CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.18% 91% A- 90% A-
Dividend Return 1.43% 7% C- 38% F
Total Return 25.60% 86% B+ 91% A-
Trailing 12 Months  
Capital Gain 40.92% 93% A 92% A
Dividend Return 3.24% 10% F 48% F
Total Return 44.15% 89% A- 92% A
Trailing 5 Years  
Capital Gain 41.97% 77% C+ 70% C-
Dividend Return 13.99% 24% F 55% F
Total Return 55.96% 71% C- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.95% 78% C+ 68% D+
Dividend Return 11.45% 69% C- 68% D+
Total Return 2.50% 13% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 37.25% 24% F 26% F
Risk Adjusted Return 30.74% 51% F 52% F
Market Capitalization 205.13B 91% A- 100% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 11.10 16% 60%
Price/Book Ratio 1.07 50% 67%
Price / Cash Flow Ratio 7.26 16% 49%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 8.72% 16% 52%
Return on Invested Capital 4.41% 27% 40%
Return on Assets 0.77% 25% 29%
Debt to Equity Ratio 103.62% 66% 34%

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector