Values as of: 2024-12-27
ETF | Technology |
Last Closing
USD 38.15Change
-0.77 (-1.98)%Market Cap
USD 1.14BVolume
0.79MAnalyst Target
N/AVerdict
Verdict
The fund is an actively-managed ETF that will invest under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of companies that are engaged in the fund's investment theme of financial technology (Fintech) innovation. A company is deemed to be engaged in the theme of Fintech innovation if (i) it derives a significant portion of its revenue or market value from the theme of Fintech innovation, or (ii) it has stated its primary business to be in products and services focused on the theme of Fintech innovation. The fund is non-diversified.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XLK | Technology Select Sector SPDR.. |
-3.20 (-1.33%) |
USD 73.66B |
| FTEC | Fidelity® MSCI Information Te.. |
-2.92 (-1.52%) |
USD 13.46B |
| ARKK | ARK Innovation ETF |
-1.69 (-2.77%) |
USD 6.50B |
| ARKW | ARK Next Generation Internet E.. |
-2.80 (-2.45%) |
USD 1.85B |
| HACK | Amplify ETF Trust |
-0.79 (-1.03%) |
USD 1.73B |
| FXL | First Trust Technology AlphaDE.. |
-2.29 (-1.49%) |
USD 1.40B |
| IHAK | iShares Cybersecurity and Tech.. |
-0.34 (-0.68%) |
USD 0.93B |
| BLOK | Amplify Transformational Data .. |
-1.12 (-2.32%) |
USD 0.92B |
| XNTK | SPDR Morgan Stanley Technology |
-3.42 (-1.63%) |
USD 0.90B |
| QTUM | Defiance Quantum ETF |
-0.48 (-0.57%) |
USD 0.78B |
N/A
| Market Performance vs. Industry/Classification (Technology) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 38.32% | 83% | B | 90% | A- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 38.32% | 83% | B | 89% | A- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 38.32% | 83% | B | 90% | A- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 38.32% | 83% | B | 89% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 57.57% | 20% | F | 77% | C+ | ||
| Dividend Return | 0.76% | 9% | A- | 2% | F | ||
| Total Return | 58.33% | 20% | F | 72% | C | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 16.34% | 44% | F | 77% | C+ | ||
| Dividend Return | 16.49% | 44% | F | 74% | C | ||
| Total Return | 0.15% | 17% | F | 6% | D- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 60.23% | 16% | F | 15% | F | ||
| Risk Adjusted Return | 27.37% | 20% | F | 42% | F | ||
| Market Capitalization | 1.14B | 65% | D | 59% | D- | ||
| 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.
There is nothing we particularly like
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 stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
