Values as of: 2024-11-13
ETF | Large Growth |
Last Closing
USD 398.37Change
-0.42 (-0.11)%Market Cap
N/AVolume
0.95MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
-0.02 (-0.07%) |
USD 33.93B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+0.04 (+0.01%) |
USD 14.12B |
| IWY | iShares Russell Top 200 Growth.. |
+0.05 (+0.02%) |
USD 12.09B |
| SPGP | Invesco S&P 500 GARP ETF |
+0.06 (+0.05%) |
USD 4.32B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
-0.21 (-0.35%) |
USD 1.16B |
| FQAL | Fidelity® Quality Factor ETF |
-0.13 (-0.19%) |
USD 1.12B |
| QGRO | American Century U.S. Quality .. |
-0.15 (-0.15%) |
USD 1.01B |
| SFY | SoFi Select 500 |
-0.12 (-0.11%) |
USD 0.98B |
| FDMO | Fidelity® Momentum Factor ETF |
-0.10 (-0.14%) |
USD 0.36B |
| BIBL | Northern Lights Fund Trust IV .. |
-0.03 (-0.06%) |
USD 0.33B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| RWGV | 93.95 % | 0.00 % |
N/A |
N/A | |
| XCOR | FundX ETF | 11.22 % | 0.00 % |
-0.06 (-0.10%) |
N/A |
| XRLX | FundX Investment Trust | 6.56 % | 0.00 % |
-0.05 (-0.10%) |
USD 0.06B |
| PRAE | Northern Lights Fund Trus.. | 2.70 % | 0.00 % |
-0.08 (-0.10%) |
USD 8.19M |
| QEH | 0.00 % | 1.68 % |
N/A |
N/A | |
| RWVG | 0.00 % | 0.00 % |
N/A |
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 | 31.40% | 38% | F | 86% | B+ | ||
| Dividend Return | 0.47% | 70% | C- | 6% | D- | ||
| Total Return | 31.87% | 38% | F | 85% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 38.73% | 32% | F | 83% | B | ||
| Dividend Return | 0.70% | 48% | F | 7% | C- | ||
| Total Return | 39.43% | 32% | F | 82% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 135.58% | 84% | B | 89% | A- | ||
| Dividend Return | 5.29% | 44% | F | 13% | F | ||
| Total Return | 140.87% | 84% | B | 89% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 18.51% | 80% | B- | 80% | B- | ||
| Dividend Return | 19.11% | 80% | B- | 79% | B- | ||
| Total Return | 0.60% | 44% | F | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 23.90% | 60% | D- | 46% | F | ||
| Risk Adjusted Return | 79.96% | 84% | B | 89% | A- | ||
| 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.
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 company has under performed its peers on annual average total returns in the past 5 years.
