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

ETF | Mid-Cap Blend |

Last Closing

USD 54.56

Change

+1.24 (+2.33)%

Market Cap

USD 10.40B

Volume

1.02M

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: 2024-07-16 )

Largest Industry Peers for Mid-Cap Blend

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

-0.28 (-0.46%)

USD 89.82B
IWR iShares Russell Mid-Cap ETF

-0.40 (-0.46%)

USD 36.01B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-2.87 (-0.51%)

USD 22.67B
VXF Vanguard Extended Market Index..

-1.36 (-0.76%)

USD 20.34B
XMHQ Invesco S&P MidCap Quality ETF

-0.39 (-0.39%)

USD 5.17B
JHMM John Hancock Multifactor Mid C..

-0.21 (-0.36%)

USD 3.90B
IVOO Vanguard S&P Mid-Cap 400 Index..

-0.56 (-0.54%)

USD 2.21B
EQAL Invesco Russell 1000 Equal Wei..

-0.20 (-0.43%)

USD 0.61B
FSMD Fidelity Small-Mid Factor

-0.12 (-0.30%)

USD 0.50B
JPME JPMorgan Diversified Return U...

-0.22 (-0.22%)

USD 0.41B

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 11.99% 78% C+ 70% C-
Dividend Return 0.76% 72% C 21% F
Total Return 12.75% 84% B 67% D+
Trailing 12 Months  
Capital Gain 14.67% 58% F 69% C-
Dividend Return 1.54% 79% B- 24% F
Total Return 16.21% 74% C 66% D+
Trailing 5 Years  
Capital Gain 60.80% 89% A- 76% C+
Dividend Return 7.10% 42% F 24% F
Total Return 67.90% 89% A- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 12.02% 74% C 74% C
Dividend Return 13.24% 74% C 72% C
Total Return 1.22% 42% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 23.90% 26% F 44% F
Risk Adjusted Return 55.40% 42% F 76% C+
Market Capitalization 10.40B 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.