SPMD:NYE-SPDR Russell Small Cap Completeness (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 54.09

Change

-0.55 (-1.01)%

Market Cap

USD 11.13B

Volume

1.86M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

-0.87 (-1.39%)

USD 91.24B
IWR iShares Russell Mid-Cap ETF

-1.08 (-1.22%)

USD 36.20B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-5.65 (-0.99%)

USD 23.21B
VXF Vanguard Extended Market Index..

-1.52 (-0.83%)

USD 20.35B
XMHQ Invesco S&P MidCap Quality ETF

-1.18 (-1.15%)

USD 5.67B
JHMM John Hancock Multifactor Mid C..

-0.53 (-0.88%)

USD 3.97B
IVOO Vanguard S&P Mid-Cap 400 Index..

-1.05 (-0.99%)

USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

-0.37 (-0.76%)

USD 0.61B
FSMD Fidelity Small-Mid Factor

-0.35 (-0.85%)

USD 0.49B
JPME JPMorgan Diversified Return U...

-0.85 (-0.81%)

USD 0.41B

ETFs Containing SPMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.02% 28% F 61% D-
Dividend Return 1.17% 82% B 25% F
Total Return 12.19% 39% F 56% F
Trailing 12 Months  
Capital Gain 24.43% 37% F 67% D+
Dividend Return 1.74% 79% B- 26% F
Total Return 26.17% 47% F 63% D
Trailing 5 Years  
Capital Gain 60.50% 63% D 75% C
Dividend Return 7.73% 58% F 24% F
Total Return 68.23% 79% B- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.51% 67% D+ 74% C
Dividend Return 13.78% 67% D+ 71% C-
Total Return 1.27% 50% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 24.14% 28% F 43% F
Risk Adjusted Return 57.07% 33% F 74% C
Market Capitalization 11.13B 67% D+ 87% B+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

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.