Values as of: 2024-11-18
ETF | Large Growth |
Last Closing
USD 399.64Change
+1.81 (+0.45)%Market Cap
N/AVolume
1.19MAnalyst 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 |
|---|---|---|---|---|---|
| FDGR | 34.42 % | 0.00 % |
N/A |
N/A | |
| XCOR | FundX ETF | 11.40 % | 0.00 % |
+0.21 (+0.33%) |
N/A |
| XNAV | FundX Aggressive ETF | 9.16 % | 0.00 % |
+0.22 (+0.33%) |
N/A |
| TBFG | ETF Series Solutions | 7.79 % | 0.00 % |
+0.13 (+0.33%) |
USD 0.29B |
| XRLX | FundX Investment Trust | 7.11 % | 0.00 % |
+0.09 (+0.33%) |
USD 0.06B |
| TBFC | The Brinsmere Fund - Cons.. | 6.13 % | 0.00 % |
+0.09 (+0.33%) |
USD 0.29B |
| LEXI | Alexis Practical Tactical.. | 5.77 % | 0.00 % |
+0.15 (+0.33%) |
USD 0.09B |
| HFND | Tidal ETF Trust - Unlimit.. | 4.94 % | 0.00 % |
-0.06 (0.33%) |
N/A |
| OCIO | ClearShares OCIO ETF | 0.00 % | 0.54 % |
+0.09 (+0.33%) |
USD 0.14B |
| 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 | 28.55% | 38% | F | 85% | B | ||
| Dividend Return | 0.44% | 61% | D- | 5% | F | ||
| Total Return | 28.99% | 42% | F | 83% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 33.91% | 32% | F | 82% | B | ||
| Dividend Return | 0.66% | 36% | F | 6% | D- | ||
| Total Return | 34.57% | 32% | F | 80% | B- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 128.07% | 80% | B- | 89% | A- | ||
| Dividend Return | 4.80% | 36% | F | 11% | F | ||
| Total Return | 132.87% | 80% | B- | 88% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 18.37% | 76% | C+ | 80% | B- | ||
| Dividend Return | 19.01% | 76% | C+ | 78% | C+ | ||
| Total Return | 0.64% | 48% | F | 17% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.61% | 40% | F | 43% | F | ||
| Risk Adjusted Return | 74.23% | 60% | D- | 86% | B+ | ||
| 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.
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.
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.
