Values as of: 2024-12-24
ETF | Large Growth |
Last Closing
USD 40.45Change
+0.21 (+0.51)%Market Cap
USD 0.11BVolume
7.00KAnalyst Target
N/AVerdict
Verdict
The fund uses a "passive" or indexing approach to try to achieve the fund"s investment objective. The index invests primarily in equity securities listed on the iShares Core S&P Total U.S. Stock Market ETF based on the results of a proprietary, quantitative model developed by EquBot Inc. (the "index provider") that runs on the IBM Watson" platform. EquBot is a technology-based company focused on applying artificial intelligence based solutions to investment analyses.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
+0.37 (+1.30%) |
USD 37.86B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+4.67 (+1.25%) |
USD 17.70B |
| IWY | iShares Russell Top 200 Growth.. |
+3.31 (+1.38%) |
USD 14.23B |
| SPGP | Invesco S&P 500 GARP ETF |
+1.01 (+0.96%) |
USD 4.74B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
+0.44 (+0.74%) |
USD 1.29B |
| QGRO | American Century U.S. Quality .. |
+0.98 (+0.97%) |
USD 1.14B |
| FQAL | Fidelity® Quality Factor ETF |
+0.40 (+0.60%) |
USD 1.07B |
| SFY | SoFi Select 500 |
+1.17 (+1.05%) |
USD 0.97B |
| FDMO | Fidelity® Momentum Factor ETF |
+0.79 (+1.11%) |
USD 0.38B |
| BIBL | Northern Lights Fund Trust IV .. |
+0.43 (+1.09%) |
USD 0.33B |
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 | 13.61% | 8% | B- | 68% | D+ | ||
| Dividend Return | 0.69% | 87% | B+ | 8% | B- | ||
| Total Return | 14.30% | 8% | B- | 63% | D | ||
| Trailing 12 Months | |||||||
| Capital Gain | 12.20% | 8% | B- | 67% | D+ | ||
| Dividend Return | 0.70% | 83% | B | 8% | B- | ||
| Total Return | 12.90% | 8% | B- | 61% | D- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 41.29% | 12% | F | 71% | C- | ||
| Dividend Return | 5.28% | 56% | F | 14% | F | ||
| Total Return | 46.57% | 8% | B- | 66% | D+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 9.00% | 23% | F | 63% | D | ||
| Dividend Return | 9.35% | 19% | F | 57% | F | ||
| Total Return | 0.36% | 23% | F | 11% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.62% | 46% | F | 43% | F | ||
| Risk Adjusted Return | 36.51% | 27% | F | 51% | F | ||
| Market Capitalization | 0.11B | 21% | F | 29% | F | ||
| 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 is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
