Values as of: 2024-09-18
ETF | Mid-Cap Growth |
Last Closing
USD 118.03Change
-0.35 (-0.30)%Market Cap
USD 2.35BVolume
0.17MAnalyst Target
N/AVerdict
Verdict
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400® Index that have the highest momentum score.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IWP | iShares Russell Mid-Cap Growth.. |
-0.19 (-0.17%) |
USD 14.02B |
| VOT | Vanguard Mid-Cap Growth Index .. |
-0.54 (-0.23%) |
USD 13.54B |
| IJK | iShares S&P Mid-Cap 400 Growth.. |
-0.05 (-0.06%) |
USD 9.62B |
| IVOG | Vanguard S&P Mid-Cap 400 Growt.. |
-0.04 (-0.04%) |
USD 1.02B |
| ETHO | Amplify ETF Trust |
-0.04 (-0.06%) |
USD 0.18B |
| CWS | AdvisorShares Focused Equity E.. |
-0.33 (-0.49%) |
USD 0.17B |
| IPO | Renaissance IPO ETF |
+0.10 (+0.24%) |
USD 0.15B |
| BFOR | Barron's 400 ETF |
+0.08 (+0.12%) |
USD 0.14B |
| PEXL | Pacer US Export Leaders ETF |
-0.02 (-0.04%) |
USD 0.07B |
| HAIL | SPDR S&P Kensho Smart Mobility |
-0.20 (-0.71%) |
USD 0.04B |
N/A
| Market Performance vs. Industry/Classification (Mid-Cap Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 31.42% | 100% | F | 92% | A | ||
| Dividend Return | 0.18% | 27% | F | 3% | F | ||
| Total Return | 31.60% | 100% | F | 91% | A- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 46.69% | 100% | F | 91% | A- | ||
| Dividend Return | 0.35% | 20% | F | 3% | F | ||
| Total Return | 47.05% | 100% | F | 90% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 100.53% | 100% | F | 87% | B+ | ||
| Dividend Return | 3.40% | 50% | F | 10% | F | ||
| Total Return | 103.93% | 100% | F | 85% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 16.52% | 94% | A | 80% | B- | ||
| Dividend Return | 17.13% | 100% | F | 78% | C+ | ||
| Total Return | 0.60% | 47% | F | 13% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 23.93% | 50% | F | 43% | F | ||
| Risk Adjusted Return | 71.55% | 88% | B+ | 85% | B | ||
| Market Capitalization | 2.35B | 75% | C | 68% | D+ | ||
| 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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
