Values as of: 2024-11-15
ETF | Large Blend |
Last Closing
USD 128.85Change
-1.70 (-1.30)%Market Cap
N/AVolume
2.13MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTI | Vanguard Total Stock Market In.. |
-3.73 (-1.27%) |
USD 443.32B |
| SCHX | Schwab U.S. Large-Cap ETF |
-0.30 (-1.28%) |
USD 50.15B |
| SPLG | SPDR® Portfolio S&P 500 ETF |
-0.90 (-1.29%) |
USD 48.51B |
| GSLC | Goldman Sachs ActiveBeta® U.S.. |
-1.55 (-1.32%) |
USD 13.67B |
| DYNF | BlackRock US Equity Factor Rot.. |
-0.63 (-1.21%) |
USD 13.25B |
| SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-0.92 (-1.27%) |
USD 9.18B |
| SPLV | Invesco S&P 500® Low Volatili.. |
-0.06 (-0.08%) |
USD 7.58B |
| JQUA | JPMorgan U.S. Quality Factor E.. |
-0.69 (-1.18%) |
USD 5.05B |
| SCHK | Schwab 1000 ETF |
-0.39 (-1.36%) |
USD 3.82B |
| SUSA | iShares MSCI USA ESG Select |
-1.60 (-1.29%) |
USD 3.66B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| XGRO:CA | iShares Core Growth ETF P.. | 36.57 % | 0.84 % |
-0.18 (-1.90%) |
CAD 2.76B |
| XBAL:CA | iShares Core Balanced ETF.. | 27.64 % | 0.76 % |
-0.11 (-1.90%) |
CAD 1.65B |
| XAW:CA | iShares Core MSCI All Cou.. | 5.24 % | 0.22 % |
-0.31 (-1.90%) |
CAD 2.84B |
| CBD:CA | 0.00 % | 0.75 % |
N/A |
N/A | |
| CBN:CA | 0.00 % | 0.84 % |
N/A |
N/A | |
| XEQT:CA | iShares Core Equity Portf.. | 0.00 % | 0.00 % |
-0.21 (-1.90%) |
CAD 5.22B |
| XINC:CA | iShares Core Income Balan.. | 0.00 % | 0.00 % |
N/A |
CAD 0.05B |
| XUU:CA | iShares Core S&P US Total.. | 0.00 % | 0.07 % |
-0.65 (-1.90%) |
CAD 3.30B |
| XCNS:CA | iShares Core Conservative.. | 0.00 % | 0.00 % |
-0.06 (-1.90%) |
CAD 0.29B |
| XAW-U:CA | iShares Core MSCI All Cou.. | 0.00 % | 0.00 % |
-0.36 (-1.90%) |
N/A |
| XUU-U:CA | iShares Core S&P U.S. Tot.. | 0.00 % | 0.00 % |
-0.85 (-1.90%) |
N/A |
| Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 22.45% | 53% | F | 79% | B- | ||
| Dividend Return | 1.05% | 54% | F | 19% | F | ||
| Total Return | 23.50% | 53% | F | 77% | C+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 30.26% | 68% | D+ | 78% | C+ | ||
| Dividend Return | 1.60% | 63% | D | 23% | F | ||
| Total Return | 31.86% | 75% | C | 76% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 82.87% | 53% | F | 81% | B- | ||
| Dividend Return | 9.94% | 57% | F | 30% | F | ||
| Total Return | 92.81% | 53% | F | 81% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 11.31% | 28% | F | 69% | C- | ||
| Dividend Return | 12.61% | 26% | F | 67% | D+ | ||
| Total Return | 1.31% | 60% | D- | 32% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 24.49% | 13% | F | 45% | F | ||
| Risk Adjusted Return | 51.50% | 15% | 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 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.
