Values as of: 2024-12-24
ETF | Large Growth |
Last Closing
USD 416.74Change
+5.29 (+1.29)%Market Cap
N/AVolume
0.60MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
+0.37 (+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 |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| RWGV | 93.95 % | 0.00 % |
N/A |
N/A | |
| XCOR | FundX ETF | 11.22 % | 0.00 % |
+0.84 (+0.75%) |
N/A |
| XRLX | FundX Investment Trust | 6.82 % | 0.00 % |
+0.34 (+0.75%) |
USD 0.06B |
| PRAE | Northern Lights Fund Trus.. | 3.72 % | 0.00 % |
+0.32 (+0.75%) |
USD 8.76M |
| 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 | 37.46% | 67% | D+ | 90% | A- | ||
| Dividend Return | 0.47% | 52% | F | 5% | F | ||
| Total Return | 37.93% | 67% | D+ | 89% | A- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 37.15% | 64% | D | 90% | A- | ||
| Dividend Return | 0.47% | 46% | F | 5% | F | ||
| Total Return | 37.62% | 64% | D | 89% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 135.66% | 88% | B+ | 92% | A | ||
| Dividend Return | 4.80% | 44% | F | 12% | F | ||
| Total Return | 140.46% | 88% | B+ | 91% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 18.57% | 77% | C+ | 79% | B- | ||
| Dividend Return | 19.17% | 77% | C+ | 78% | C+ | ||
| Total Return | 0.60% | 46% | F | 16% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 23.95% | 62% | D | 46% | F | ||
| Risk Adjusted Return | 80.07% | 85% | B | 88% | 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.
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.
