Values as of: 2024-09-15
ETF | Small Blend | NYSE Arca
Last Closing
USD 37.13Change
0.00 (0.00)%Market Cap
USD 0.01BVolume
0.01MAnalyst Target
N/AVerdict
Verdict
The investment seeks to replicate investment results that generally correspond to the Inspire Small/Mid Cap Impact Index. The fund generally will invest at least 80% of its total assets in the component securities. The index provider selects domestic small and mid capitalization equity securities included in the Russell 2,000 Index and S&P 400 Index using the Inspire Impact Score®, a proprietary selection methodology that is designed to assign a score to a particular security based on the security's alignment with biblical values and the positive impact that company has on the world through various environmental, social and governance criterion.
Company Website : www.anchorcapitalfunds.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF |
-0.87 (-0.70%) |
USD 84.92B |
| SCHA | Schwab U.S. Small-Cap ETF |
-0.02 (-0.07%) |
USD 19.31B |
| SPSM | SPDR® Portfolio S&P 600 Small.. |
-0.34 (-0.70%) |
USD 11.83B |
| FNDA | Schwab Fundamental U.S. Small .. |
-0.06 (-0.19%) |
USD 9.04B |
| EES | WisdomTree U.S. SmallCap Earni.. |
-0.58 (-1.01%) |
USD 0.65B |
| JPSE | JPMorgan Diversified Return U... |
-0.30 (-0.59%) |
USD 0.51B |
| GSSC | Goldman Sachs ActiveBeta® U.S.. |
-0.34 (-0.46%) |
USD 0.51B |
| JHSC | John Hancock Multifactor Small.. |
-0.09 (-0.20%) |
USD 0.50B |
| SMLV | SPDR® SSGA US Small Cap Low V.. |
-3.26 (-2.34%) |
USD 0.20B |
| IWC | iShares Micro-Cap ETF |
-0.59 (-0.44%) |
N/A |
N/A
| Market Performance vs. Industry/Classification (Small Blend) | Market Performance vs. Exchange (NYSE Arca) | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 7.02% | 67% | D+ | 52% | F | ||
| Dividend Return | 0.76% | 86% | B+ | 19% | F | ||
| Total Return | 7.78% | 67% | D+ | 46% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 18.06% | 73% | C | 67% | D+ | ||
| Dividend Return | 1.19% | 20% | F | 16% | F | ||
| Total Return | 19.25% | 60% | D- | 61% | D- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 36.88% | 27% | F | 66% | D+ | ||
| Dividend Return | 5.76% | 20% | F | 17% | F | ||
| Total Return | 42.64% | 27% | F | 62% | D | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 11.55% | 33% | F | 72% | C | ||
| Dividend Return | 12.63% | 33% | F | 69% | C- | ||
| Total Return | 1.08% | 20% | F | 24% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 27.78% | 60% | D- | 37% | F | ||
| Risk Adjusted Return | 45.49% | 40% | F | 63% | D | ||
| Market Capitalization | 0.01B | 10% | F | 35% | 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.
There is nothing we particularly like
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 company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
The company had negative total earnings in the most recent four quarters.
