SFYX:NYE-SoFi Next 500 (USD)

ETF | Large Blend |

Last Closing

USD 14.288

Change

0.00 (0.00)%

Market Cap

USD 0.10B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index follows a rules-based methodology that tracks the performance of the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-03 )

Largest Industry Peers for Large Blend

ETFs Containing SFYX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.80% 36% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.80% 36% F 66% D+
Trailing 12 Months  
Capital Gain 24.79% 51% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.79% 51% F 71% C-
Trailing 5 Years  
Capital Gain 39.26% 39% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.26% 39% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.55% 22% F 68% D+
Dividend Return 11.89% 21% F 66% D+
Total Return 1.34% 68% D+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 24.83% 8% B- 43% F
Risk Adjusted Return 47.88% 11% F 65% D
Market Capitalization 0.10B 36% F 28% F

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 dividend returns

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.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.