Values as of: 2024-10-21
ETF | Large Value |
Last Closing
USD 53.35Change
-0.50 (-0.93)%Market Cap
N/AVolume
2.16MAnalyst 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 |
|---|---|---|---|---|---|
| BAMA | 20.63 % | 0.00 % |
N/A |
N/A | |
| RHRX | Starboard Investment Trus.. | 18.10 % | 0.00 % |
-0.02 (0%) |
USD 0.02B |
| SQEW | Two Roads Shared Trust - .. | 3.00 % | 0.00 % |
-0.56 (0%) |
USD 0.10B |
| 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 | -57.10% | 8% | B- | 7% | C- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -57.10% | 8% | B- | 12% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -50.32% | 8% | B- | 7% | C- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -50.32% | 8% | B- | 12% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -38.76% | 8% | B- | 18% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -38.76% | 8% | B- | 24% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 11.11% | 58% | F | 70% | C- | ||
| Dividend Return | 12.62% | 40% | F | 68% | D+ | ||
| Total Return | 1.51% | 17% | F | 35% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 17.42% | 40% | F | 59% | D- | ||
| Risk Adjusted Return | 72.43% | 37% | F | 85% | 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.
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’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 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.
