Values as of: 2024-11-13
ETF | Large Growth |
Last Closing
USD 42.12Change
+0.10 (+0.24)%Market Cap
USD 0.02BVolume
6.20KAnalyst Target
N/AVerdict
Verdict
The index follows a rules-based methodology that tracks the performance of a portfolio of the 50 most widely held U.S.-listed equity securities in self-directed brokerage accounts (the SoFi Accounts) of SoFi Securities, LLC, an affiliate of Social Finance, Inc. (SoFi), as determined using the rules-based methodology. 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 |
| 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 |
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 | 40.72% | 96% | N/A | 90% | A- | ||
| Dividend Return | 0.26% | 26% | F | 3% | F | ||
| Total Return | 40.98% | 96% | N/A | 89% | A- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 50.30% | 92% | A | 88% | B+ | ||
| Dividend Return | 0.93% | 76% | C+ | 10% | F | ||
| Total Return | 51.23% | 92% | A | 88% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 110.92% | 52% | F | 86% | B+ | ||
| Dividend Return | 5.84% | 60% | D- | 15% | F | ||
| Total Return | 116.76% | 60% | D- | 86% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 20.25% | 92% | A | 81% | B- | ||
| Dividend Return | 21.16% | 92% | A | 81% | B- | ||
| Total Return | 0.91% | 80% | B- | 22% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 40.29% | 16% | F | 25% | F | ||
| Risk Adjusted Return | 52.52% | 36% | F | 69% | C- | ||
| Market Capitalization | 0.02B | 7% | C- | 12% | 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 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.
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.
