Values as of: 2024-09-19
ETF | Large Growth |
Last Closing
USD 382.04Change
+9.15 (+2.45)%Market Cap
N/AVolume
0.74MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
+2.39 (+2.36%) |
USD 31.77B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+8.31 (+2.48%) |
USD 12.40B |
| IWY | iShares Russell Top 200 Growth.. |
+5.27 (+2.47%) |
USD 11.51B |
| SPGP | Invesco S&P 500 GARP ETF |
+2.00 (+1.95%) |
USD 4.33B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
+1.03 (+1.85%) |
USD 1.11B |
| FQAL | Fidelity® Quality Factor ETF |
+1.01 (+1.59%) |
USD 1.03B |
| QGRO | American Century U.S. Quality .. |
+1.48 (+1.67%) |
USD 0.88B |
| SFY | SoFi Select 500 |
+0.40 (+1.98%) |
USD 0.86B |
| BIBL | Northern Lights Fund Trust IV .. |
+0.73 (+1.83%) |
USD 0.34B |
| GVIP | Goldman Sachs Hedge Industry V.. |
+2.35 (+2.02%) |
USD 0.28B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| FDGR | 34.42 % | 0.00 % |
N/A |
N/A | |
| XCOR | FundX ETF | 11.40 % | 0.00 % |
+1.50 (+0.71%) |
N/A |
| XNAV | FundX Aggressive ETF | 9.16 % | 0.00 % |
+1.76 (+0.71%) |
N/A |
| TBFG | ETF Series Solutions | 8.81 % | 0.00 % |
+0.28 (+0.71%) |
USD 0.28B |
| TBFC | The Brinsmere Fund - Cons.. | 7.49 % | 0.00 % |
+0.19 (+0.71%) |
N/A |
| XRLX | FundX Investment Trust | 7.01 % | 0.00 % |
+0.54 (+0.71%) |
USD 0.06B |
| OCIO | ClearShares OCIO ETF | 5.67 % | 0.54 % |
+0.48 (+0.71%) |
USD 0.15B |
| LEXI | Alexis Practical Tactical.. | 5.30 % | 0.00 % |
+0.48 (+0.71%) |
USD 0.09B |
| HFND | Tidal ETF Trust - Unlimit.. | 4.94 % | 0.00 % |
+0.08 (+0.71%) |
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 | 22.89% | 42% | F | 84% | B | ||
| Dividend Return | 0.30% | 61% | D- | 5% | F | ||
| Total Return | 23.19% | 42% | F | 82% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 39.95% | 68% | D+ | 86% | B+ | ||
| Dividend Return | 0.55% | 38% | F | 6% | D- | ||
| Total Return | 40.50% | 72% | C | 85% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 127.93% | 84% | B | 89% | A- | ||
| Dividend Return | 4.51% | 46% | F | 13% | F | ||
| Total Return | 132.44% | 84% | B | 89% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 18.28% | 80% | B- | 82% | B | ||
| Dividend Return | 18.94% | 80% | B- | 81% | B- | ||
| Total Return | 0.66% | 50% | F | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.50% | 28% | F | 41% | F | ||
| Risk Adjusted Return | 74.29% | 60% | D- | 87% | B+ | ||
| 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.
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 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.
