Values as of: 2024-11-15
ETF | Mid-Cap Blend |
Last Closing
USD 91.14Change
-0.64 (-0.70)%Market Cap
USD 39.94BVolume
1.02MAnalyst Target
N/AVerdict
Verdict
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Company Website : http://www.ishares.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF |
-0.69 (-1.06%) |
USD 91.59B |
| MDY | SPDR® S&P MIDCAP 400 ETF Trus.. |
-6.53 (-1.10%) |
USD 24.45B |
| VXF | Vanguard Extended Market Index.. |
-2.77 (-1.42%) |
USD 20.72B |
| SPMD | SPDR Russell Small Cap Complet.. |
-0.63 (-1.11%) |
USD 11.56B |
| XMHQ | Invesco S&P MidCap Quality ETF |
-1.48 (-1.43%) |
USD 6.10B |
| JHMM | John Hancock Multifactor Mid C.. |
-0.56 (-0.90%) |
USD 4.20B |
| IVOO | Vanguard S&P Mid-Cap 400 Index.. |
-1.26 (-1.15%) |
USD 2.43B |
| EQAL | Invesco Russell 1000 Equal Wei.. |
-0.43 (-0.85%) |
USD 0.64B |
| FSMD | Fidelity Small-Mid Factor |
-0.43 (-1.00%) |
USD 0.57B |
| JPME | JPMorgan Diversified Return U... |
-0.49 (-0.46%) |
USD 0.43B |
N/A
| Market Performance vs. Industry/Classification (Mid-Cap Blend) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 17.25% | 78% | C+ | 72% | C | ||
| Dividend Return | 1.03% | 41% | F | 19% | F | ||
| Total Return | 18.29% | 78% | C+ | 68% | D+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 28.29% | 79% | B- | 75% | C | ||
| Dividend Return | 1.61% | 53% | F | 23% | F | ||
| Total Return | 29.90% | 79% | B- | 74% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 56.98% | 42% | F | 73% | C | ||
| Dividend Return | 8.60% | 32% | F | 24% | F | ||
| Total Return | 65.57% | 32% | F | 71% | C- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 8.99% | 11% | F | 64% | D | ||
| Dividend Return | 10.18% | 11% | F | 61% | D- | ||
| Total Return | 1.19% | 39% | F | 28% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.88% | 26% | F | 42% | F | ||
| Risk Adjusted Return | 39.34% | 16% | F | 56% | F | ||
| Market Capitalization | 39.94B | 92% | A | 94% | 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 is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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 stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
