XMDYX:NMF-Mid Cap SPDR 400 Trust Series 1 (USD)

FUND | Others |

Last Closing

USD 575.87

Change

0.00 (0.00)%

Market Cap

USD 19.32B

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VRGWX Vanguard Russell 1000 Growth I..

-1.27 (-0.15%)

USD 26.28B
VRTIX Vanguard Russell 2000 Index Fu..

+3.12 (+0.90%)

USD 10.02B
VRVIX Vanguard Russell 1000 Value In..

+0.46 (+0.14%)

USD 9.85B
VRNIX Vanguard Scottsdale Funds - Va..

-0.11 (-0.02%)

USD 7.05B
VRTTX Vanguard Russell 3000 Index Fu..

+0.12 (+0.02%)

USD 3.51B
XAODX Alpine Total Dynamic Dividend ..

+0.01 (+0.10%)

USD 2.09B
XNUVX Nuveen Municipal Value Fd Inc

N/A

USD 2.06B
VRTGX Vanguard Russell 2000 Growth I..

+4.50 (+1.11%)

USD 1.19B
XJPCX Nuveen Preferred Income Opport..

N/A

USD 0.99B
XBOEX BlackRock Global Opportunities..

+0.06 (+0.49%)

USD 0.99B

ETFs Containing XMDYX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.46% 78% C+ 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.46% 77% C+ 77% C+
Trailing 12 Months  
Capital Gain 12.46% 79% B- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.46% 78% C+ 78% C+
Trailing 5 Years  
Capital Gain 53.46% 94% A 94% A
Dividend Return 2.88% 17% F 17% F
Total Return 56.34% 94% A 94% A
Average Annual (5 Year Horizon)  
Capital Gain 13.81% 93% A 93% A
Dividend Return 13.81% 92% A 92% A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 21.63% 27% F 27% F
Risk Adjusted Return 63.85% 93% A 93% A
Market Capitalization 19.32B 98% N/A 98% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
Superior risk adjusted returns

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.

High dividend returns

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

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.