Values as of: 2024-11-13
ETF | Consumer Cyclical |
Last Closing
USD 45.59Change
+0.09 (+0.20)%Market Cap
USD 0.10BVolume
7.90KAnalyst Target
N/AVerdict
Verdict
Under normal circumstances, the fund will invest at least 80% of its total assets in component securities of the index. The index is designed to measure the performance of publicly traded companies that principally sell online or through other non-store sales channels, such as through mobile or app purchases, rather than through bricks and mortar store locations. The fund is non-diversified.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XLY | Consumer Discretionary Select .. |
+1.85 (+0.85%) |
USD 21.20B |
| VCR | Vanguard Consumer Discretionar.. |
+2.96 (+0.81%) |
USD 6.12B |
| FDIS | Fidelity® MSCI Consumer Discr.. |
+0.61 (+0.64%) |
USD 1.92B |
| FXD | First Trust Consumer Discretio.. |
+0.28 (+0.43%) |
USD 1.49B |
| IBUY | Amplify Online Retail ETF |
-0.20 (-0.30%) |
USD 0.17B |
| GBUY | Goldman Sachs Future Consumer .. |
-0.10 (-0.29%) |
USD 0.07B |
| RCD | Invesco S&P 500® Equal Weight.. |
N/A |
N/A |
| IYC | iShares US Consumer Discretion.. |
+0.73 (+0.77%) |
N/A |
| XHB | SPDR® S&P Homebuilders ETF |
+0.29 (+0.25%) |
N/A |
| PEJ | Invesco Dynamic Leisure and En.. |
-0.13 (-0.25%) |
N/A |
N/A
| Market Performance vs. Industry/Classification (Consumer Cyclical) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 26.39% | 85% | B | 82% | B | ||
| Dividend Return | 0.25% | 10% | F | 3% | F | ||
| Total Return | 26.64% | 92% | A | 79% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 43.23% | 100% | F | 86% | B+ | ||
| Dividend Return | 0.28% | 17% | F | 3% | F | ||
| Total Return | 43.51% | 92% | A | 85% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 31.47% | 23% | F | 62% | D | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 31.47% | 23% | F | 52% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 7.61% | 15% | F | 60% | D- | ||
| Dividend Return | 7.69% | 15% | F | 54% | F | ||
| Total Return | 0.08% | 8% | B- | 3% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 53.01% | 31% | F | 18% | F | ||
| Risk Adjusted Return | 14.51% | 8% | B- | 32% | F | ||
| Market Capitalization | 0.10B | 29% | F | 27% | 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.
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 stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
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.
