Values as of: 2024-11-14
ETF | Large Value |
Last Closing
USD 41.79Change
-0.25 (-0.59)%Market Cap
N/AVolume
0.43MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ET.. |
-0.13 (-0.45%) |
USD 65.68B |
| DGRO | iShares Core Dividend Growth E.. |
-0.39 (-0.61%) |
USD 31.12B |
| FNDX | Schwab Fundamental U.S. Large .. |
-0.15 (-0.61%) |
USD 17.76B |
| SCHV | Schwab U.S. Large-Cap Value ET.. |
-0.14 (-0.51%) |
USD 12.10B |
| SPYD | SPDR® Portfolio S&P 500 High .. |
-0.16 (-0.35%) |
USD 6.96B |
| VOOV | Vanguard S&P 500 Value Index F.. |
-1.14 (-0.59%) |
USD 5.38B |
| FDVV | Fidelity® High Dividend ETF |
-0.13 (-0.25%) |
USD 4.08B |
| SPHD | Invesco S&P 500® High Dividen.. |
-0.18 (-0.36%) |
USD 3.47B |
| IWX | iShares Russell Top 200 Value .. |
-0.53 (-0.64%) |
USD 3.12B |
| LRGF | iShares U.S. Equity Factor ETF |
-0.37 (-0.60%) |
USD 2.32B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| PXG.U:CA | 45.19 % | 0.57 % |
N/A |
N/A | |
| PXG:CA | 0.00 % | 0.59 % |
N/A |
N/A | |
| PXS | Pyxis Tankers Inc | 0.00 % | 0.52 % |
+0.14 (+0%) |
USD 0.05B |
| PXS:CA | Invesco FTSE RAFI U.S. In.. | 0.00 % | 0.52 % |
+0.23 (+0%) |
CAD 0.04B |
| SUSA:CA | 0.00 % | 0.74 % |
N/A |
N/A | |
| PXU-F:CA | Invesco FTSE RAFI U.S. In.. | 0.00 % | 0.00 % |
+0.10 (+0%) |
CAD 0.05B |
| PXG-U:CA | 0.00 % | 0.00 % |
N/A |
N/A |
| Market Performance vs. Industry/Classification (Large Value) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 18.72% | 70% | C- | 72% | C | ||
| Dividend Return | 1.48% | 24% | F | 28% | F | ||
| Total Return | 20.20% | 58% | F | 70% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 27.25% | 65% | D | 71% | C- | ||
| Dividend Return | 2.14% | 20% | F | 30% | F | ||
| Total Return | 29.39% | 54% | F | 70% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 68.97% | 81% | B- | 77% | C+ | ||
| Dividend Return | 12.18% | 26% | F | 38% | F | ||
| Total Return | 81.15% | 81% | B- | 77% | C+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 11.44% | 52% | F | 69% | C- | ||
| Dividend Return | 12.72% | 33% | F | 67% | D+ | ||
| Total Return | 1.27% | 12% | F | 31% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 24.99% | 8% | B- | 44% | F | ||
| Risk Adjusted Return | 50.89% | 4% | F | 68% | D+ | ||
| 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.
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 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.
