Values as of: 2024-09-20
ETF | Large Growth |
Last Closing
USD 380.89Change
-1.15 (-0.30)%Market Cap
N/AVolume
0.68MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
-0.19 (-0.18%) |
USD 31.77B |
| VOOG | Vanguard S&P 500 Growth Index .. |
-0.87 (-0.25%) |
USD 12.40B |
| IWY | iShares Russell Top 200 Growth.. |
-0.28 (-0.13%) |
USD 11.51B |
| ONEQ | Fidelity® Nasdaq Composite In.. |
-0.25 (-0.35%) |
USD 6.67B |
| SPGP | Invesco S&P 500 GARP ETF |
-0.98 (-0.94%) |
USD 4.33B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
-0.04 (-0.07%) |
USD 1.11B |
| FQAL | Fidelity® Quality Factor ETF |
-0.30 (-0.47%) |
USD 1.03B |
| QGRO | American Century U.S. Quality .. |
+0.04 (+0.04%) |
USD 0.88B |
| SFY | SoFi Select 500 |
-0.02 (-0.10%) |
USD 0.86B |
| BIBL | Northern Lights Fund Trust IV .. |
-0.24 (-0.60%) |
USD 0.34B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| FDGR | 34.42 % | 0.00 % |
N/A |
N/A | |
| XCOR | FundX ETF | 11.40 % | 0.00 % |
-0.10 (-0.14%) |
N/A |
| XNAV | FundX Aggressive ETF | 9.16 % | 0.00 % |
-0.20 (-0.14%) |
N/A |
| TBFG | ETF Series Solutions | 8.81 % | 0.00 % |
-0.07 (-0.14%) |
USD 0.28B |
| TBFC | The Brinsmere Fund - Cons.. | 7.49 % | 0.00 % |
-0.04 (-0.14%) |
N/A |
| XRLX | FundX Investment Trust | 7.01 % | 0.00 % |
-0.03 (-0.14%) |
USD 0.06B |
| OCIO | ClearShares OCIO ETF | 5.67 % | 0.54 % |
-0.11 (-0.14%) |
USD 0.15B |
| LEXI | Alexis Practical Tactical.. | 5.30 % | 0.00 % |
-0.07 (-0.14%) |
USD 0.09B |
| HFND | Tidal ETF Trust - Unlimit.. | 4.94 % | 0.00 % |
+0.12 (+-0.14%) |
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 | 22.52% | 44% | F | 84% | B | ||
| Dividend Return | 0.30% | 58% | F | 6% | D- | ||
| Total Return | 22.82% | 44% | F | 82% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 39.71% | 69% | C- | 86% | B+ | ||
| Dividend Return | 0.55% | 32% | F | 6% | D- | ||
| Total Return | 40.27% | 69% | C- | 85% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 127.25% | 85% | B | 89% | A- | ||
| Dividend Return | 4.51% | 48% | F | 13% | F | ||
| Total Return | 131.76% | 85% | 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.
