Values as of: 2024-09-12
ETF | Large Growth |
Last Closing
USD 20.18Change
+0.19 (+0.95)%Market Cap
USD 0.81BVolume
0.13MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
+0.02 (+0.02%) |
USD 30.08B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+0.22 (+0.07%) |
USD 12.40B |
| IWY | iShares Russell Top 200 Growth.. |
+0.41 (+0.19%) |
USD 10.80B |
| SPGP | Invesco S&P 500 GARP ETF |
+1.05 (+1.03%) |
USD 4.33B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
-0.03 (-0.05%) |
USD 1.11B |
| FQAL | Fidelity® Quality Factor ETF |
-0.01 (-0.02%) |
USD 1.03B |
| QGRO | American Century U.S. Quality .. |
+0.19 (+0.21%) |
USD 0.88B |
| BIBL | Northern Lights Fund Trust IV .. |
+0.06 (+0.15%) |
USD 0.34B |
| GVIP | Goldman Sachs Hedge Industry V.. |
+0.03 (+0.03%) |
USD 0.28B |
| FDMO | Fidelity® Momentum Factor ETF |
+0.13 (+0.20%) |
USD 0.26B |
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 | 19.13% | 38% | F | 84% | B | ||
| Dividend Return | 0.61% | 91% | A- | 14% | F | ||
| Total Return | 19.74% | 46% | F | 82% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 25.34% | 36% | F | 81% | B- | ||
| Dividend Return | 1.40% | 96% | N/A | 20% | F | ||
| Total Return | 26.74% | 40% | F | 79% | B- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 93.39% | 56% | F | 86% | B+ | ||
| Dividend Return | 9.19% | 96% | N/A | 32% | F | ||
| Total Return | 102.57% | 64% | D | 86% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 14.82% | 48% | F | 78% | C+ | ||
| Dividend Return | 16.20% | 52% | F | 76% | C+ | ||
| Total Return | 1.38% | 100% | F | 32% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 20.37% | 84% | B | 51% | F | ||
| Risk Adjusted Return | 79.57% | 84% | B | 91% | A- | ||
| Market Capitalization | 0.81B | 50% | F | 54% | F | ||
| 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.
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 company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it 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.
The stock is trading low compared to its peers on a price to free cash flow 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.
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.
