Values as of: 2024-09-24
ETF | Large Growth |
Last Closing
USD 383.33Change
+1.49 (+0.39)%Market Cap
N/AVolume
0.60MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
+0.43 (+0.42%) |
USD 31.77B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+1.96 (+0.57%) |
USD 12.93B |
| IWY | iShares Russell Top 200 Growth.. |
+0.94 (+0.43%) |
USD 11.51B |
| SPGP | Invesco S&P 500 GARP ETF |
+0.23 (+0.22%) |
USD 4.27B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
+0.04 (+0.07%) |
USD 1.26B |
| QQQE | Direxion NASDAQ-100 Equal Weig.. |
+0.11 (+0.12%) |
USD 1.20B |
| FQAL | Fidelity® Quality Factor ETF |
+0.23 (+0.35%) |
USD 1.05B |
| QGRO | American Century U.S. Quality .. |
+0.29 (+0.32%) |
USD 0.89B |
| SFY | SoFi Select 500 |
+0.14 (+0.68%) |
USD 0.87B |
| BIBL | Northern Lights Fund Trust IV .. |
+0.21 (+0.51%) |
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 % |
+0.23 (+0.43%) |
N/A |
| XNAV | FundX Aggressive ETF | 9.16 % | 0.00 % |
+0.24 (+0.43%) |
N/A |
| TBFG | ETF Series Solutions | 8.81 % | 0.00 % |
+0.16 (+0.43%) |
USD 0.28B |
| TBFC | The Brinsmere Fund - Cons.. | 7.49 % | 0.00 % |
+0.12 (+0.43%) |
N/A |
| XRLX | FundX Investment Trust | 7.01 % | 0.00 % |
+0.09 (+0.43%) |
USD 0.06B |
| OCIO | ClearShares OCIO ETF | 5.73 % | 0.54 % |
+0.11 (+0.43%) |
USD 0.15B |
| LEXI | Alexis Practical Tactical.. | 5.30 % | 0.00 % |
+0.11 (+0.43%) |
USD 0.09B |
| HFND | Tidal ETF Trust - Unlimit.. | 4.94 % | 0.00 % |
+0.10 (+0.43%) |
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 | 23.30% | 44% | F | 84% | B | ||
| Dividend Return | 0.30% | 54% | F | 5% | F | ||
| Total Return | 23.60% | 44% | F | 82% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 42.21% | 69% | C- | 86% | B+ | ||
| Dividend Return | 0.56% | 46% | F | 6% | D- | ||
| Total Return | 42.77% | 69% | C- | 85% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 129.40% | 85% | B | 89% | A- | ||
| Dividend Return | 4.52% | 50% | F | 13% | F | ||
| Total Return | 133.92% | 85% | B | 88% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 18.29% | 81% | B- | 82% | B | ||
| Dividend Return | 18.95% | 81% | B- | 80% | B- | ||
| Total Return | 0.66% | 52% | F | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.50% | 31% | F | 40% | F | ||
| Risk Adjusted Return | 74.31% | 62% | 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 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.
