Values as of: 2025-01-07
ETF | Large Growth |
Last Closing
USD 96.25Change
-1.32 (-1.35)%Market Cap
N/AVolume
1.01MAnalyst 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 |
|---|---|---|---|---|---|
| XRLX | FundX Investment Trust | 6.77 % | 0.00 % |
-0.54 (-0.92%) |
USD 0.06B |
| DUKQ | Northern Lights Fund Trus.. | 5.10 % | 0.00 % |
-0.25 (-0.92%) |
USD 9.55M |
| NDOW | Anydrus Advantage ETF | 4.46 % | 0.00 % |
-0.07 (-0.92%) |
USD 0.04B |
| OCIO | ClearShares OCIO ETF | 0.00 % | 0.54 % |
-0.26 (-0.92%) |
USD 0.15B |
| 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 | 1.31% | 72% | C | 72% | C | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 1.31% | 72% | C | 71% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 46.18% | 96% | N/A | 92% | A | ||
| Dividend Return | 0.40% | 39% | F | 4% | F | ||
| Total Return | 46.59% | 96% | N/A | 92% | A | ||
| Trailing 5 Years | |||||||
| Capital Gain | 126.74% | 88% | B+ | 91% | A- | ||
| Dividend Return | 7.73% | 92% | A | 22% | F | ||
| Total Return | 134.47% | 92% | A | 90% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 19.02% | 80% | B- | 80% | B- | ||
| Dividend Return | 19.80% | 80% | B- | 78% | C+ | ||
| Total Return | 0.78% | 60% | D- | 20% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 23.45% | 76% | C+ | 47% | F | ||
| Risk Adjusted Return | 84.44% | 92% | A | 90% | A- | ||
| 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.
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.
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 stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
There is nothing we particularly dislike
