ducovest

SFYF:NYE-SoFi Social 50 ETF (USD)

ETF | Large Growth |

Last Closing

USD 44.318

Change

-1.00 (-2.20)%

Market Cap

USD 0.03B

Volume

6.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

N/A

 USD 37.86B
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 17.70B
IWY iShares Russell Top 200 Growth..

N/A

 USD 14.23B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 4.74B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.29B
QGRO American Century U.S. Quality ..

N/A

 USD 1.14B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.07B
SFY SoFi Select 500

N/A

 USD 0.97B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.38B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.33B

ETFs Containing SFYF

N/A

Market Performance

  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 48.07% 100% F 93% A
Dividend Return 0.45% 48% F 5% F
Total Return 48.52% 100% F 93% A
Trailing 12 Months  
Capital Gain 48.07% 100% F 93% A
Dividend Return 0.45% 48% F 5% F
Total Return 48.52% 100% F 93% A
Trailing 5 Years  
Capital Gain 112.31% 60% D- 89% A-
Dividend Return 5.20% 48% F 13% F
Total Return 117.51% 60% D- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 20.89% 92% A 81% B-
Dividend Return 21.80% 92% A 80% B-
Total Return 0.90% 80% B- 23% F
Risk Return Profile  
Volatility (Standard Deviation) 40.60% 16% F 24% F
Risk Adjusted Return 53.68% 40% F 68% D+
Market Capitalization 0.03B 7% C- 13% F

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:
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

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.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.