Values as of: 2024-11-13
ETF | Large Growth |
Last Closing
USD 77.47Change
+0.15 (+0.19)%Market Cap
USD 0.39BVolume
0.01MAnalyst Target
N/AVerdict
Verdict
Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| QQQ | Invesco QQQ Trust |
-0.66 (-0.13%) |
USD 300.53B |
| VONG | Vanguard Russell 1000 Growth I.. |
-0.06 (-0.06%) |
USD 22.76B |
| ONEQ | Fidelity® Nasdaq Composite In.. |
-0.14 (-0.18%) |
USD 7.05B |
| FV | First Trust Dorsey Wright Focu.. |
-0.07 (-0.11%) |
USD 3.71B |
| QQEW | First Trust NASDAQ-100 Equal W.. |
+0.02 (+0.02%) |
USD 1.92B |
| QQQE | Direxion NASDAQ-100 Equal Weig.. |
+0.07 (+0.07%) |
USD 1.41B |
| FTC | First Trust Large Cap Growth A.. |
-0.03 (-0.02%) |
USD 1.10B |
| BKCH | Global X Blockchain ETF |
-7.07 (-9.84%) |
USD 0.23B |
| QQXT | First Trust NASDAQ-100 Ex-Tech.. |
+0.21 (+0.22%) |
USD 0.12B |
| MILN | Global X Millennials Consumer .. |
+0.21 (+0.46%) |
USD 0.12B |
N/A
| Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 29.81% | 69% | C- | 81% | B- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 29.81% | 69% | C- | 80% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 38.27% | 62% | D | 77% | C+ | ||
| Dividend Return | 0.11% | 14% | F | 1% | F | ||
| Total Return | 38.38% | 64% | D | 76% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 110.76% | 69% | C- | 85% | B | ||
| Dividend Return | 5.28% | 46% | F | 15% | F | ||
| Total Return | 116.04% | 71% | C- | 85% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 16.52% | 86% | B+ | 70% | C- | ||
| Dividend Return | 17.00% | 86% | B+ | 70% | C- | ||
| Total Return | 0.48% | 36% | F | 14% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 24.70% | 50% | F | 70% | C- | ||
| Risk Adjusted Return | 68.84% | 86% | B+ | 87% | B+ | ||
| Market Capitalization | 0.39B | 46% | F | 58% | F | ||
| 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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
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.
