Values as of: 2024-12-28
ETF | Others |
Last Closing
USD 17.24Change
0.00 (0.00)%Market Cap
USD 0.02BVolume
5.70KAnalyst Target
USD 20.67Verdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SOJE | Southern Company (The) Series .. |
N/A |
USD 65.72B |
| JEPI | JPMorgan Equity Premium Income.. |
N/A |
USD 37.61B |
| DFAC | Dimensional U.S. Core Equity 2.. |
N/A |
USD 33.40B |
| SGOV | iShares® 0-3 Month Treasury B.. |
N/A |
USD 28.50B |
| JPST | JPMorgan Ultra-Short Income ET.. |
N/A |
USD 28.13B |
| DTB | DTE Energy Company 2020 Series |
N/A |
USD 26.58B |
| GBTC | Grayscale Bitcoin Trust (BTC) |
N/A |
USD 21.47B |
| JAAA | Janus Detroit Street Trust - J.. |
N/A |
USD 16.06B |
| AVUV | Avantis® U.S. Small Cap Value.. |
N/A |
USD 15.95B |
| DFUS | Dimensional U.S. Equity ETF |
N/A |
USD 13.15B |
N/A
| Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -5.79% | 11% | F | 24% | F | ||
| Dividend Return | 2.54% | 46% | F | 40% | F | ||
| Total Return | -3.25% | 9% | A- | 22% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -5.79% | 11% | F | 24% | F | ||
| Dividend Return | 2.54% | 46% | F | 40% | F | ||
| Total Return | -3.25% | 9% | A- | 22% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -31.07% | 16% | F | 19% | F | ||
| Dividend Return | 15.72% | 61% | D- | 53% | F | ||
| Total Return | -15.35% | 16% | F | 18% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 7.87% | 80% | B- | 60% | D- | ||
| Dividend Return | 8.59% | 79% | B- | 55% | F | ||
| Total Return | 0.72% | 41% | F | 19% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 54.23% | 4% | F | 18% | F | ||
| Risk Adjusted Return | 15.83% | 32% | F | 31% | F | ||
| Market Capitalization | 0.02B | 27% | F | 10% | F | ||
| 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.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
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 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.
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.
