Values as of: 2025-01-07
ETF | Large Growth |
Last Closing
USD 345Change
-7.28 (-2.07)%Market Cap
N/AVolume
0.38MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
-0.56 (-1.95%) |
USD 37.86B |
| VOOG | Vanguard S&P 500 Growth Index .. |
-6.88 (-1.83%) |
USD 17.70B |
| IWY | iShares Russell Top 200 Growth.. |
-4.74 (-1.97%) |
USD 14.23B |
| SPGP | Invesco S&P 500 GARP ETF |
-0.18 (-0.17%) |
USD 4.74B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
-0.54 (-0.91%) |
USD 1.29B |
| QGRO | American Century U.S. Quality .. |
-1.58 (-1.54%) |
USD 1.14B |
| FQAL | Fidelity® Quality Factor ETF |
-0.63 (-0.95%) |
USD 1.07B |
| SFY | SoFi Select 500 |
-2.03 (-1.81%) |
USD 0.97B |
| FDMO | Fidelity® Momentum Factor ETF |
-1.05 (-1.47%) |
USD 0.38B |
| BIBL | Northern Lights Fund Trust IV .. |
-0.15 (-0.38%) |
USD 0.33B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| FDGR | Foundations Dynamic Growt.. | 10.44 % | 0.00 % |
-0.23 (-0.46%) |
N/A |
| XCOR | FundX ETF | 10.17 % | 0.00 % |
-1.26 (-0.46%) |
N/A |
| XNAV | FundX Aggressive ETF | 9.20 % | 0.00 % |
-1.26 (-0.46%) |
N/A |
| XRLX | FundX Investment Trust | 7.34 % | 0.00 % |
-0.54 (-0.46%) |
USD 0.06B |
| TBFG | ETF Series Solutions | 6.87 % | 0.00 % |
-0.18 (-0.46%) |
USD 0.28B |
| TBFC | The Brinsmere Fund - Cons.. | 4.48 % | 0.00 % |
-0.12 (-0.46%) |
USD 0.29B |
| WIZ | 0.00 % | 0.00 % |
N/A |
N/A | |
| FATT | 0.00 % | 0.00 % |
N/A |
N/A |
| 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 | 0.46% | 12% | F | 52% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 0.46% | 12% | F | 52% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 33.94% | 71% | C- | 88% | B+ | ||
| Dividend Return | 0.57% | 65% | D | 6% | D- | ||
| Total Return | 34.52% | 71% | C- | 87% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 129.40% | 92% | A | 91% | A- | ||
| Dividend Return | 4.24% | 32% | F | 11% | F | ||
| Total Return | 133.64% | 88% | B+ | 90% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 19.34% | 84% | B | 80% | B- | ||
| Dividend Return | 19.92% | 84% | B | 79% | B- | ||
| Total Return | 0.58% | 40% | F | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.82% | 36% | F | 42% | F | ||
| Risk Adjusted Return | 77.15% | 72% | C | 86% | 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.
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 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.
