Values as of: 2024-12-24
ETF | Mid-Cap Growth |
Last Closing
USD 66.3294Change
+0.40 (+0.61)%Market Cap
USD 0.18BVolume
5.66KAnalyst Target
N/AVerdict
Verdict
The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It invests at least 80% of its net assets in equity securities. The Advisor allocates the fund's portfolio investments using research obtained from a model developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality.
Company Website : http://www.advisorshares.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IWP | iShares Russell Mid-Cap Growth.. |
+1.19 (+0.92%) |
USD 17.84B |
| VOT | Vanguard Mid-Cap Growth Index .. |
+2.70 (+1.04%) |
USD 15.74B |
| IJK | iShares S&P Mid-Cap 400 Growth.. |
+0.63 (+0.69%) |
USD 9.31B |
| XMMO | Invesco S&P MidCap Momentum ET.. |
+1.10 (+0.88%) |
USD 4.07B |
| IVOG | Vanguard S&P Mid-Cap 400 Growt.. |
+0.84 (+0.74%) |
USD 1.13B |
| ETHO | Amplify ETF Trust |
+0.43 (+0.71%) |
USD 0.18B |
| IPO | Renaissance IPO ETF |
+0.71 (+1.60%) |
USD 0.16B |
| BFOR | Barron's 400 ETF |
+0.56 (+0.76%) |
USD 0.15B |
| PEXL | Pacer US Export Leaders ETF |
+0.32 (+0.66%) |
USD 0.06B |
| HAIL | SPDR S&P Kensho Smart Mobility |
+0.39 (+1.37%) |
USD 0.02B |
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 | 11.82% | 25% | F | 65% | D | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 11.82% | 25% | F | 57% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 11.72% | 33% | F | 66% | D+ | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 11.72% | 33% | F | 58% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 76.13% | 89% | A- | 82% | B | ||
| Dividend Return | 1.95% | 11% | F | 5% | F | ||
| Total Return | 78.08% | 83% | B | 80% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 15.63% | 78% | C+ | 76% | C+ | ||
| Dividend Return | 15.82% | 78% | C+ | 73% | C | ||
| Total Return | 0.19% | 22% | F | 7% | C- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 14.40% | 94% | A | 69% | C- | ||
| Risk Adjusted Return | 109.84% | 100% | F | 98% | N/A | ||
| Market Capitalization | 0.18B | 58% | F | 35% | 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.
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 stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The company has under performed its peers on annual average total returns in the past 5 years.
