Values as of: 2024-11-18
ETF | Large Blend |
Last Closing
USD 39.67Change
+0.23 (+0.58)%Market Cap
USD 0.64BVolume
4.10KAnalyst Target
N/AVerdict
Verdict
The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to companies listed in the U.S. that operate their businesses in a sustainable and responsible manner, as measured by their ability to achieve positive outcomes that are consistent with a multi-stakeholder operating system (MsOS), as defined by the provider of the underlying index.
Company Website : http://www.globalxfunds.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| DGRW | WisdomTree U.S. Quality Divide.. |
+0.29 (+0.35%) |
USD 14.89B |
| ESGU | iShares ESG Aware MSCI USA ETF |
+0.53 (+0.41%) |
USD 13.86B |
| FTCS | First Trust Capital Strength E.. |
+0.27 (+0.30%) |
USD 8.97B |
| VONE | Vanguard Russell 1000 Index Fu.. |
+1.01 (+0.38%) |
USD 5.28B |
| VTHR | Vanguard Russell 3000 Index Fu.. |
+1.22 (+0.47%) |
USD 3.13B |
| USMC | Principal U.S. Mega-Cap ETF |
+0.27 (+0.46%) |
USD 2.50B |
| FEX | First Trust Large Cap Core Alp.. |
+0.46 (+0.42%) |
USD 1.33B |
| PKW | Invesco BuyBack Achievers ETF |
+0.43 (+0.36%) |
USD 1.27B |
| SUSL | iShares ESG MSCI USA Leaders E.. |
+0.35 (+0.34%) |
USD 1.09B |
| CATH | Global X S&P 500® Catholic Va.. |
+0.42 (+0.59%) |
USD 0.97B |
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 | 18.77% | 47% | F | 75% | C | ||
| Dividend Return | 0.43% | 5% | F | 7% | C- | ||
| Total Return | 19.20% | 37% | F | 73% | C | ||
| Trailing 12 Months | |||||||
| Capital Gain | 25.54% | 42% | F | 71% | C- | ||
| Dividend Return | 1.20% | 11% | F | 17% | F | ||
| Total Return | 26.73% | 42% | F | 70% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 73.18% | 53% | F | 79% | B- | ||
| Dividend Return | 6.95% | 16% | F | 20% | F | ||
| Total Return | 80.12% | 47% | F | 79% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 13.79% | 53% | F | 67% | D+ | ||
| Dividend Return | 14.87% | 47% | F | 67% | D+ | ||
| Total Return | 1.09% | 26% | F | 30% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 19.15% | 37% | F | 78% | C+ | ||
| Risk Adjusted Return | 77.65% | 42% | F | 91% | A- | ||
| Market Capitalization | 0.64B | 47% | F | 66% | D+ | ||
| 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.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
