Values as of: 2024-08-25
ETF | Large Blend |
Last Closing
USD 48.64Change
0.00 (0.00)%Market Cap
USD 10.52BVolume
0.64MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTI | Vanguard Total Stock Market In.. |
+2.27 (+0.83%) |
USD 412.72B |
| SPLG | SPDR® Portfolio S&P 500 ETF |
+0.55 (+0.84%) |
USD 43.54B |
| SCHX | Schwab U.S. Large-Cap ETF |
+0.54 (+0.82%) |
USD 43.23B |
| GSLC | Goldman Sachs ActiveBeta® U.S.. |
+1.04 (+0.96%) |
USD 12.72B |
| SPTM | SPDR® Portfolio S&P 1500 Comp.. |
+0.58 (+0.86%) |
USD 8.66B |
| SPLV | Invesco S&P 500® Low Volatili.. |
+0.37 (+0.53%) |
USD 7.54B |
| JQUA | JPMorgan U.S. Quality Factor E.. |
+0.36 (+0.66%) |
USD 4.62B |
| SCHK | Schwab 1000 ETF |
+0.46 (+0.86%) |
USD 3.58B |
| SUSA | iShares MSCI USA ESG Select |
+0.92 (+0.79%) |
USD 3.56B |
| DIVO | Amplify CWP Enhanced Dividend .. |
+0.10 (+0.25%) |
USD 3.40B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| VEGA | AdvisorShares STAR Global.. | 0.00 % | 1.85 % |
+0.07 (+0.16%) |
N/A |
| 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 | 22.81% | 96% | N/A | 87% | B+ | ||
| Dividend Return | 0.27% | 5% | F | 5% | F | ||
| Total Return | 23.08% | 96% | N/A | 86% | B+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 35.70% | 100% | F | 87% | B+ | ||
| Dividend Return | 0.78% | 6% | D- | 9% | A- | ||
| Total Return | 36.48% | 100% | F | 86% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 88.44% | 54% | F | 81% | B- | ||
| Dividend Return | 9.62% | 82% | B | 33% | F | ||
| Total Return | 98.06% | 53% | F | 80% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 13.73% | 65% | D | 76% | C+ | ||
| Dividend Return | 15.54% | 81% | B- | 76% | C+ | ||
| Total Return | 1.81% | 92% | A | 42% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 20.61% | 24% | F | 51% | F | ||
| Risk Adjusted Return | 75.38% | 50% | F | 89% | A- | ||
| Market Capitalization | 10.52B | 92% | A | 86% | B+ | ||
| 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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
