Values as of: 2024-11-18
ETF | Consumer Cyclical |
Last Closing
USD 115.46Change
-0.22 (-0.19)%Market Cap
N/AVolume
1.11MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XLY | Consumer Discretionary Select .. |
+1.97 (+0.92%) |
USD 21.20B |
| VCR | Vanguard Consumer Discretionar.. |
+3.03 (+0.84%) |
USD 6.12B |
| FDIS | Fidelity® MSCI Consumer Discr.. |
+0.79 (+0.85%) |
USD 1.92B |
| FXD | First Trust Consumer Discretio.. |
-0.04 (-0.06%) |
USD 1.49B |
| IBUY | Amplify Online Retail ETF |
+0.24 (+0.38%) |
USD 0.18B |
| ONLN | ProShares Online Retail |
+0.37 (+0.84%) |
USD 0.10B |
| GBUY | Goldman Sachs Future Consumer .. |
+0.10 (+0.28%) |
USD 0.07B |
| RXI | iShares Global Consumer Discre.. |
+1.84 (+1.03%) |
N/A |
| RCD | Invesco S&P 500® Equal Weight.. |
N/A |
N/A |
| IYC | iShares US Consumer Discretion.. |
+0.45 (+0.48%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| INAV | 11.60 % | 0.00 % |
N/A |
N/A | |
| MSSS | 9.95 % | 0.00 % |
N/A |
N/A | |
| XTR:CA | iShares Diversified Month.. | 2.50 % | 0.62 % |
+0.02 (+0%) |
CAD 0.38B |
| XSI:CA | iShares Short Term Strate.. | 0.50 % | 0.56 % |
+0.03 (+0%) |
CAD 0.04B |
| LDRS | 0.00 % | 0.60 % |
N/A |
N/A | |
| SFIX:CA | 0.00 % | 0.58 % |
N/A |
N/A | |
| XSC:CA | iShares Conservative Shor.. | 0.00 % | 0.45 % |
N/A |
CAD 0.06B |
| QMY:CA | 0.00 % | 0.81 % |
N/A |
N/A |
| Market Performance vs. Industry/Classification (Consumer Cyclical) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 20.70% | 62% | D | 76% | C+ | ||
| Dividend Return | 0.46% | 20% | F | 5% | F | ||
| Total Return | 21.16% | 62% | D | 73% | C | ||
| Trailing 12 Months | |||||||
| Capital Gain | 39.83% | 100% | F | 86% | B+ | ||
| Dividend Return | 0.76% | 50% | F | 8% | B- | ||
| Total Return | 40.59% | 100% | F | 84% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 154.37% | 100% | F | 91% | A- | ||
| Dividend Return | 6.11% | 70% | C- | 15% | F | ||
| Total Return | 160.48% | 100% | F | 91% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 28.56% | 100% | F | 87% | B+ | ||
| Dividend Return | 29.13% | 100% | F | 86% | B+ | ||
| Total Return | 0.58% | 62% | D | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 36.24% | 38% | F | 28% | F | ||
| Risk Adjusted Return | 80.40% | 100% | F | 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 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.
