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

ETF | Mid-Cap Blend |

Last Closing

USD 55.4

Change

-0.65 (-1.16)%

Market Cap

USD 11.77B

Volume

0.81M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the mid-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Mid-Cap Blend

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

-0.75 (-1.17%)

USD 94.13B
IWR iShares Russell Mid-Cap ETF

-0.75 (-0.83%)

USD 37.39B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-6.74 (-1.15%)

USD 23.63B
VXF Vanguard Extended Market Index..

-2.03 (-1.08%)

USD 20.06B
XMHQ Invesco S&P MidCap Quality ETF

-1.34 (-1.27%)

USD 5.97B
JHMM John Hancock Multifactor Mid C..

-0.55 (-0.90%)

USD 4.10B
IVOO Vanguard S&P Mid-Cap 400 Index..

-1.24 (-1.15%)

USD 2.26B
EQAL Invesco Russell 1000 Equal Wei..

-0.48 (-0.97%)

USD 0.63B
FSMD Fidelity Small-Mid Factor

-0.54 (-1.28%)

USD 0.52B
JPME JPMorgan Diversified Return U...

-1.11 (-1.05%)

USD 0.42B

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 -62.10% 22% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -62.10% 22% F 11% F
Trailing 12 Months  
Capital Gain -55.51% 21% F 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -55.51% 21% F 11% F
Trailing 5 Years  
Capital Gain -46.08% 21% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -46.08% 21% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain 12.12% 58% F 72% C
Dividend Return 13.40% 63% D 70% C-
Total Return 1.27% 50% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 25.16% 21% F 42% F
Risk Adjusted Return 53.25% 26% F 70% C-
Market Capitalization 11.77B 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.