Values as of: 2024-11-18
ETF | Large Growth |
Last Closing
USD 389.06Change
+1.51 (+0.39)%Market Cap
N/AVolume
1.58MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
+0.12 (+0.44%) |
USD 33.93B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+1.32 (+0.37%) |
USD 14.12B |
| IWY | iShares Russell Top 200 Growth.. |
+0.84 (+0.37%) |
USD 12.09B |
| SPGP | Invesco S&P 500 GARP ETF |
+0.32 (+0.29%) |
USD 4.32B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
+0.35 (+0.59%) |
USD 1.16B |
| FQAL | Fidelity® Quality Factor ETF |
+0.27 (+0.41%) |
USD 1.12B |
| QGRO | American Century U.S. Quality .. |
-0.11 (-0.11%) |
USD 1.01B |
| SFY | SoFi Select 500 |
+0.17 (+0.16%) |
USD 0.98B |
| FDMO | Fidelity® Momentum Factor ETF |
+0.43 (+0.62%) |
USD 0.36B |
| BIBL | Northern Lights Fund Trust IV .. |
+0.22 (+0.54%) |
USD 0.33B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| RWGV | 93.95 % | 0.00 % |
N/A |
N/A | |
| XCOR | FundX ETF | 11.22 % | 0.00 % |
+0.21 (+0.20%) |
N/A |
| XRLX | FundX Investment Trust | 6.56 % | 0.00 % |
+0.09 (+0.20%) |
USD 0.06B |
| PRAE | Northern Lights Fund Trus.. | 3.21 % | 0.00 % |
+0.14 (+0.20%) |
USD 8.12M |
| QEH | 0.00 % | 1.68 % |
N/A |
N/A | |
| RWVG | 0.00 % | 0.00 % |
N/A |
N/A |
| Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 28.33% | 33% | F | 85% | B | ||
| Dividend Return | 0.47% | 70% | C- | 6% | D- | ||
| Total Return | 28.80% | 38% | F | 83% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 33.76% | 24% | F | 82% | B | ||
| Dividend Return | 0.69% | 48% | F | 6% | D- | ||
| Total Return | 34.45% | 24% | F | 80% | B- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 129.98% | 88% | B+ | 89% | A- | ||
| Dividend Return | 5.29% | 44% | F | 13% | F | ||
| Total Return | 135.27% | 84% | B | 88% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 18.54% | 80% | B- | 80% | B- | ||
| Dividend Return | 19.13% | 80% | B- | 79% | B- | ||
| Total Return | 0.60% | 44% | F | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 23.92% | 60% | D- | 46% | F | ||
| Risk Adjusted Return | 80.00% | 84% | B | 89% | A- | ||
| 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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The company has under performed its peers on annual average total returns in the past 5 years.
