Values as of: 2024-09-18
ETF | Consumer Cyclical |
Last Closing
USD 121.64Change
-0.23 (-0.19)%Market Cap
N/AVolume
2.41MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XLY | Consumer Discretionary Select .. |
-0.38 (-0.20%) |
USD 18.50B |
| VCR | Vanguard Consumer Discretionar.. |
-0.60 (-0.18%) |
USD 5.66B |
| FDIS | Fidelity® MSCI Consumer Discr.. |
-0.20 (-0.23%) |
USD 1.66B |
| FXD | First Trust Consumer Discretio.. |
-0.02 (-0.03%) |
USD 1.48B |
| IBUY | Amplify Online Retail ETF |
+0.31 (+0.54%) |
USD 0.16B |
| ONLN | ProShares Online Retail |
-0.02 (-0.06%) |
USD 0.09B |
| GBUY | Goldman Sachs Future Consumer .. |
-0.03 (-0.08%) |
USD 0.06B |
| RXI | iShares Global Consumer Discre.. |
-0.13 (-0.08%) |
N/A |
| IYC | iShares US Consumer Discretion.. |
-0.12 (-0.14%) |
N/A |
| PEJ | Invesco Dynamic Leisure and En.. |
-0.01 (-0.02%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| INAV | 11.60 % | 0.00 % |
N/A |
N/A | |
| HAC:CA | Global X Seasonal Rotatio.. | 0.00 % | 1.27 % |
-0.10 (0%) |
CAD 0.22B |
| LDRS | 0.00 % | 0.60 % |
N/A |
N/A | |
| SFIX:CA | 0.00 % | 0.58 % |
N/A |
N/A | |
| XSC:CA | iShares Conservative Shor.. | 0.00 % | 0.45 % |
+0.06 (+0%) |
CAD 0.06B |
| XSE:CA | iShares Conservative Stra.. | 0.00 % | 0.56 % |
-0.06 (0%) |
CAD 0.12B |
| XTR:CA | iShares Diversified Month.. | 0.00 % | 0.62 % |
-0.03 (0%) |
CAD 0.37B |
| XSI:CA | iShares Short Term Strate.. | 0.00 % | 0.56 % |
-0.03 (0%) |
CAD 0.04B |
| QMY:CA | 0.00 % | 0.81 % |
N/A |
N/A |
| Market Performance vs. Industry/Classification (Consumer Cyclical) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 27.16% | 100% | F | 90% | A- | ||
| Dividend Return | 0.33% | 40% | F | 6% | D- | ||
| Total Return | 27.49% | 100% | F | 89% | A- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 55.93% | 100% | F | 93% | A | ||
| Dividend Return | 0.64% | 45% | F | 7% | C- | ||
| Total Return | 56.57% | 100% | F | 93% | A | ||
| Trailing 5 Years | |||||||
| Capital Gain | 182.42% | 100% | F | 93% | A | ||
| Dividend Return | 3.94% | 60% | D- | 11% | F | ||
| Total Return | 186.36% | 100% | F | 93% | A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 27.05% | 100% | F | 88% | B+ | ||
| Dividend Return | 27.64% | 100% | F | 87% | B+ | ||
| Total Return | 0.58% | 58% | F | 13% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 35.60% | 33% | F | 27% | F | ||
| Risk Adjusted Return | 77.63% | 100% | F | 89% | A- | ||
| Market Capitalization | N/A | N/A | N/A | N/A | N/A | ||
| 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 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 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.
