Values as of: 2024-11-13
ETF | Consumer Cyclical |
Last Closing
USD 116.45Change
+0.29 (+0.25)%Market Cap
N/AVolume
2.04MAnalyst Target
N/A
N/A
Verdict
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 |
| ONLN | ProShares Online Retail |
+0.09 (+0.20%) |
USD 0.10B |
| GBUY | Goldman Sachs Future Consumer .. |
-0.10 (-0.29%) |
USD 0.07B |
| RXI | iShares Global Consumer Discre.. |
+0.23 (+0.13%) |
N/A |
| RCD | Invesco S&P 500® Equal Weight.. |
N/A |
N/A |
| IYC | iShares US Consumer Discretion.. |
+0.73 (+0.77%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| INAV | 11.60 % | 0.00 % |
N/A |
N/A | |
| MSSS | 9.95 % | 0.00 % |
N/A |
N/A | |
| XTR:CA | iShares Diversified Month.. | 2.50 % | 0.62 % |
+0.01 (+0%) |
CAD 0.38B |
| XSI:CA | iShares Short Term Strate.. | 0.50 % | 0.56 % |
+0.02 (+0%) |
CAD 0.04B |
| LDRS | 0.00 % | 0.60 % |
N/A |
N/A | |
| SFIX:CA | 0.00 % | 0.58 % |
N/A |
N/A | |
| XSC:CA | iShares Conservative Shor.. | 0.00 % | 0.45 % |
-0.04 (0%) |
CAD 0.06B |
| QMY:CA | 0.00 % | 0.81 % |
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 | 21.73% | 46% | F | 75% | C | ||
| Dividend Return | 0.46% | 20% | F | 6% | D- | ||
| Total Return | 22.19% | 46% | F | 73% | C | ||
| Trailing 12 Months | |||||||
| Capital Gain | 42.76% | 92% | A | 86% | B+ | ||
| Dividend Return | 0.77% | 50% | F | 8% | B- | ||
| Total Return | 43.53% | 100% | F | 85% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 154.93% | 100% | F | 91% | A- | ||
| Dividend Return | 6.07% | 70% | C- | 16% | F | ||
| Total Return | 161.00% | 100% | F | 90% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 28.44% | 100% | F | 87% | B+ | ||
| Dividend Return | 29.01% | 100% | F | 86% | B+ | ||
| Total Return | 0.58% | 62% | D | 14% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 36.21% | 38% | F | 28% | F | ||
| Risk Adjusted Return | 80.11% | 100% | F | 90% | 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 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.
