Values as of: 2024-11-18
ETF | Mid-Cap Growth |
Last Closing
USD 93.79Change
+0.23 (+0.25)%Market Cap
USD 9.26BVolume
0.38MAnalyst Target
N/AVerdict
Verdict
The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its 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 |
|---|---|---|---|
| IWP | iShares Russell Mid-Cap Growth.. |
+0.44 (+0.34%) |
USD 17.18B |
| VOT | Vanguard Mid-Cap Growth Index .. |
+1.48 (+0.58%) |
USD 15.44B |
| XMMO | Invesco S&P MidCap Momentum ET.. |
+0.21 (+0.16%) |
USD 2.88B |
| IVOG | Vanguard S&P Mid-Cap 400 Growt.. |
+0.17 (+0.15%) |
USD 1.16B |
| CWS | AdvisorShares Focused Equity E.. |
+0.14 (+0.21%) |
USD 0.18B |
| ETHO | Amplify ETF Trust |
+0.07 (+0.11%) |
USD 0.18B |
| BFOR | Barron's 400 ETF |
+0.21 (+0.28%) |
USD 0.16B |
| IPO | Renaissance IPO ETF |
-0.01 (-0.02%) |
USD 0.16B |
| PEXL | Pacer US Export Leaders ETF |
+0.05 (+0.10%) |
USD 0.07B |
| HAIL | SPDR S&P Kensho Smart Mobility |
+0.36 (+1.31%) |
USD 0.03B |
N/A
| Market Performance vs. Industry/Classification (Mid-Cap Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 18.39% | 69% | C- | 73% | C | ||
| Dividend Return | 0.64% | 82% | B | 9% | A- | ||
| Total Return | 19.03% | 63% | D | 69% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 27.64% | 61% | D- | 75% | C | ||
| Dividend Return | 1.05% | 56% | F | 11% | F | ||
| Total Return | 28.69% | 67% | D+ | 72% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 62.31% | 39% | F | 75% | C | ||
| Dividend Return | 5.65% | 72% | C | 14% | F | ||
| Total Return | 67.95% | 44% | F | 72% | C | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 9.34% | 33% | F | 64% | D | ||
| Dividend Return | 10.13% | 28% | F | 60% | D- | ||
| Total Return | 0.79% | 78% | C+ | 20% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 28.55% | 33% | F | 38% | F | ||
| Risk Adjusted Return | 35.48% | 39% | F | 52% | F | ||
| Market Capitalization | 9.26B | 83% | B | 85% | B | ||
| 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.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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 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.
