Values as of: 2024-11-14
ETF | Large Growth |
Last Closing
USD 395.8Change
-2.57 (-0.65)%Market Cap
N/AVolume
1.01MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
-0.23 (-0.83%) |
USD 33.93B |
| VOOG | Vanguard S&P 500 Growth Index .. |
-2.63 (-0.72%) |
USD 14.12B |
| IWY | iShares Russell Top 200 Growth.. |
-1.35 (-0.58%) |
USD 12.09B |
| SPGP | Invesco S&P 500 GARP ETF |
-0.15 (-0.14%) |
USD 4.32B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
-0.61 (-1.01%) |
USD 1.16B |
| FQAL | Fidelity® Quality Factor ETF |
-0.37 (-0.55%) |
USD 1.12B |
| QGRO | American Century U.S. Quality .. |
-1.05 (-1.04%) |
USD 1.01B |
| SFY | SoFi Select 500 |
-0.70 (-0.63%) |
USD 0.98B |
| FDMO | Fidelity® Momentum Factor ETF |
-0.74 (-1.04%) |
USD 0.36B |
| BIBL | Northern Lights Fund Trust IV .. |
-0.37 (-0.88%) |
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 % |
-0.43 (-0.41%) |
N/A |
| XRLX | FundX Investment Trust | 6.56 % | 0.00 % |
-0.18 (-0.41%) |
USD 0.06B |
| PRAE | Northern Lights Fund Trus.. | 2.70 % | 0.00 % |
-0.36 (-0.41%) |
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 | 30.55% | 38% | F | 85% | B | ||
| Dividend Return | 0.47% | 70% | C- | 6% | D- | ||
| Total Return | 31.02% | 38% | F | 85% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 37.46% | 24% | F | 82% | B | ||
| Dividend Return | 0.70% | 48% | F | 7% | C- | ||
| Total Return | 38.16% | 24% | F | 81% | B- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 134.06% | 84% | B | 89% | A- | ||
| Dividend Return | 5.29% | 44% | F | 13% | F | ||
| Total Return | 139.35% | 84% | B | 88% | B+ | ||
| 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.
