Values as of: 2024-12-24
ETF | Consumer Cyclical |
Last Closing
USD 106.33Change
+0.56 (+0.53)%Market Cap
N/AVolume
0.78MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XLY | Consumer Discretionary Select .. |
+5.30 (+2.31%) |
USD 24.69B |
| VCR | Vanguard Consumer Discretionar.. |
+8.62 (+2.25%) |
USD 6.68B |
| FDIS | Fidelity® MSCI Consumer Discr.. |
+2.16 (+2.17%) |
USD 2.06B |
| FXD | First Trust Consumer Discretio.. |
+0.62 (+0.95%) |
USD 1.57B |
| IBUY | Amplify Online Retail ETF |
+0.42 (+0.64%) |
USD 0.19B |
| ONLN | ProShares Online Retail |
+0.11 (+0.24%) |
USD 0.09B |
| GBUY | Goldman Sachs Future Consumer .. |
+0.31 (+0.87%) |
USD 0.04B |
| RCD | Invesco S&P 500® Equal Weight.. |
+0.08 (+0.32%) |
N/A |
| RXI | iShares Global Consumer Discre.. |
+2.55 (+1.37%) |
N/A |
| IYC | iShares US Consumer Discretion.. |
+1.77 (+1.81%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| INAV | 11.60 % | 0.00 % |
N/A |
N/A | |
| XSC:CA | iShares Conservative Shor.. | 4.01 % | 0.45 % |
+0.02 (+0%) |
CAD 0.06B |
| LDRS | 0.00 % | 0.60 % |
N/A |
N/A | |
| SFIX:CA | 0.00 % | 0.58 % |
N/A |
N/A | |
| XTR:CA | iShares Diversified Month.. | 0.00 % | 0.62 % |
+0.02 (+0%) |
CAD 0.37B |
| XSI:CA | iShares Short Term Strate.. | 0.00 % | 0.56 % |
+0.02 (+0%) |
CAD 0.04B |
| 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 | 11.15% | 15% | F | 64% | D | ||
| Dividend Return | 0.46% | 18% | F | 5% | F | ||
| Total Return | 11.62% | 15% | F | 57% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 10.60% | 15% | F | 64% | D | ||
| Dividend Return | 0.46% | 18% | F | 5% | F | ||
| Total Return | 11.06% | 15% | F | 57% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 132.98% | 100% | F | 91% | A- | ||
| Dividend Return | 5.86% | 80% | B- | 15% | F | ||
| Total Return | 138.83% | 100% | F | 90% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 28.78% | 100% | F | 87% | B+ | ||
| Dividend Return | 29.36% | 100% | F | 86% | B+ | ||
| Total Return | 0.58% | 62% | D | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 36.29% | 38% | F | 28% | F | ||
| Risk Adjusted Return | 80.91% | 100% | F | 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 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.
