Values as of: 2024-11-13
ETF | Large Growth |
Last Closing
USD 111.62Change
-0.12 (-0.11)%Market Cap
USD 0.98BVolume
0.05MAnalyst Target
N/AVerdict
Verdict
The index follows a rules-based methodology that tracks the performance of 500 of the 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.
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 |
| 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 |
| GVIP | Goldman Sachs Hedge Industry V.. |
+0.23 (+0.18%) |
USD 0.32B |
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 | 31.78% | 46% | F | 86% | B+ | ||
| Dividend Return | 0.12% | 17% | F | 2% | F | ||
| Total Return | 31.91% | 46% | F | 85% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 39.44% | 44% | F | 84% | B | ||
| Dividend Return | 0.28% | 12% | F | 3% | F | ||
| Total Return | 39.72% | 44% | F | 82% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 105.75% | 48% | F | 86% | B+ | ||
| Dividend Return | 5.10% | 40% | F | 12% | F | ||
| Total Return | 110.85% | 44% | F | 85% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 28.19% | 96% | N/A | 87% | B+ | ||
| Dividend Return | 29.53% | 96% | N/A | 86% | B+ | ||
| Total Return | 1.34% | 100% | F | 32% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 89.73% | 8% | B- | 9% | A- | ||
| Risk Adjusted Return | 32.91% | 16% | F | 49% | F | ||
| Market Capitalization | 0.98B | 50% | F | 57% | 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.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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 has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The company had positive total free cash flow in the most recent four quarters.
The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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 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.
