Values as of: 2024-09-25
ETF | Large Value |
Last Closing
USD 133.26Change
-2.33 (-1.72)%Market Cap
N/AVolume
0.23MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ET.. |
-1.69 (-1.99%) |
USD 62.10B |
| DGRO | iShares Core Dividend Growth E.. |
-0.79 (-1.26%) |
USD 30.27B |
| IUSV | iShares Core S&P U.S. Value ET.. |
-1.23 (-1.29%) |
USD 19.13B |
| FNDX | Schwab Fundamental U.S. Large .. |
-0.72 (-1.01%) |
USD 17.06B |
| SCHV | Schwab U.S. Large-Cap Value ET.. |
-0.92 (-1.15%) |
USD 11.82B |
| SPYD | SPDR® Portfolio S&P 500 High .. |
-0.31 (-0.68%) |
USD 6.72B |
| VOOV | Vanguard S&P 500 Value Index F.. |
-1.24 (-0.65%) |
USD 5.22B |
| SPHD | Invesco S&P 500® High Dividen.. |
-0.29 (-0.58%) |
USD 3.92B |
| FDVV | Fidelity® High Dividend ETF |
-0.18 (-0.36%) |
USD 3.58B |
| IWX | iShares Russell Top 200 Value .. |
-0.84 (-1.04%) |
USD 3.18B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| DUKQ | Northern Lights Fund Trus.. | 5.45 % | 0.00 % |
-0.12 (-0.45%) |
N/A |
| TDSC | Cabana Target Drawdown 10.. | 0.00 % | 0.00 % |
-0.12 (-0.45%) |
USD 0.21B |
| CLSM | Cabana Target Leading Sec.. | 0.00 % | 0.00 % |
-0.18 (-0.45%) |
USD 0.16B |
| Market Performance vs. Industry/Classification (Large Value) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 13.68% | 57% | F | 68% | D+ | ||
| Dividend Return | 2.97% | 94% | A | 57% | F | ||
| Total Return | 16.65% | 67% | D+ | 70% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 24.03% | 35% | F | 66% | D+ | ||
| Dividend Return | 4.34% | 93% | A | 58% | F | ||
| Total Return | 28.38% | 51% | F | 68% | D+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 31.08% | 16% | F | 62% | D | ||
| Dividend Return | 16.39% | 83% | B | 59% | D- | ||
| Total Return | 47.48% | 22% | F | 63% | D | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 8.56% | 33% | F | 64% | D | ||
| Dividend Return | 11.60% | 50% | F | 67% | D+ | ||
| Total Return | 3.04% | 92% | A | 65% | D | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 19.65% | 42% | F | 77% | C+ | ||
| Risk Adjusted Return | 59.02% | 25% | F | 83% | 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 total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
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.
