Values as of: 2024-10-21
ETF | Large Value |
Last Closing
USD 40.98Change
-0.37 (-0.89)%Market Cap
N/AVolume
0.19MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ET.. |
-0.34 (-1.18%) |
USD 64.18B |
| DGRO | iShares Core Dividend Growth E.. |
-0.57 (-0.89%) |
USD 30.75B |
| FNDX | Schwab Fundamental U.S. Large .. |
-0.19 (-0.78%) |
USD 17.45B |
| SCHV | Schwab U.S. Large-Cap Value ET.. |
-0.26 (-0.95%) |
USD 12.08B |
| SPYD | SPDR® Portfolio S&P 500 High .. |
-0.60 (-1.30%) |
USD 6.94B |
| VOOV | Vanguard S&P 500 Value Index F.. |
-1.62 (-0.83%) |
USD 5.25B |
| FDVV | Fidelity® High Dividend ETF |
-0.24 (-0.46%) |
USD 3.89B |
| SPHD | Invesco S&P 500® High Dividen.. |
-0.58 (-1.14%) |
USD 3.51B |
| IWX | iShares Russell Top 200 Value .. |
-0.60 (-0.72%) |
USD 3.25B |
| LRGF | iShares U.S. Equity Factor ETF |
-0.14 (-0.23%) |
USD 2.24B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| PXU-F:CA | Invesco FTSE RAFI U.S. In.. | 99.66 % | 0.00 % |
-0.05 (0%) |
CAD 0.05B |
| PXS:CA | Invesco FTSE RAFI U.S. In.. | 99.44 % | 0.52 % |
+0.20 (+0%) |
CAD 0.04B |
| PXG.U:CA | 45.19 % | 0.57 % |
N/A |
N/A | |
| PXG:CA | 0.00 % | 0.59 % |
N/A |
N/A | |
| PXS | Pyxis Tankers Inc | 0.00 % | 0.52 % |
-0.02 (0%) |
USD 0.05B |
| SUSA:CA | 0.00 % | 0.74 % |
N/A |
N/A | |
| PXG-U:CA | 0.00 % | 0.00 % |
N/A |
N/A |
| 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 | -76.72% | 4% | F | 3% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -76.72% | 4% | F | 7% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | -73.53% | 4% | F | 3% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -73.53% | 4% | F | 7% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | -65.66% | 4% | F | 8% | B- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -65.66% | 4% | F | 13% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 12.41% | 71% | C- | 72% | C | ||
| Dividend Return | 13.71% | 63% | D | 70% | C- | ||
| Total Return | 1.30% | 12% | F | 30% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 22.89% | 10% | F | 46% | F | ||
| Risk Adjusted Return | 59.88% | 10% | F | 76% | C+ | ||
| 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.
There is nothing we particularly like
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 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.
