Values as of: 2025-02-21
ETF | Large Blend |
Last Closing
USD 276.51Change
-4.82 (-1.71)%Market Cap
N/AVolume
0.18MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTI | Vanguard Total Stock Market In.. |
-5.57 (-1.85%) |
USD 474.06B |
| SPLG | SPDR® Portfolio S&P 500 ETF |
-1.21 (-1.69%) |
USD 58.63B |
| SCHX | Schwab U.S. Large-Cap ETF |
-0.43 (-1.78%) |
USD 53.32B |
| DYNF | BlackRock US Equity Factor Rot.. |
-0.82 (-1.54%) |
USD 15.09B |
| GSLC | Goldman Sachs ActiveBeta® U.S.. |
-1.97 (-1.64%) |
USD 13.57B |
| SPTM | SPDR® Portfolio S&P 1500 Comp.. |
-1.29 (-1.74%) |
USD 10.01B |
| SPLV | Invesco S&P 500® Low Volatili.. |
+0.18 (+0.25%) |
USD 7.46B |
| JQUA | JPMorgan U.S. Quality Factor E.. |
-0.96 (-1.59%) |
USD 5.86B |
| SCHK | Schwab 1000 ETF |
-0.55 (-1.87%) |
USD 4.11B |
| DIVO | Amplify CWP Enhanced Dividend .. |
-0.59 (-1.40%) |
USD 4.07B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| VXC:CA | Vanguard FTSE Global All .. | 59.57 % | 0.27 % |
-0.70 (0%) |
CAD 2.35B |
| FDCE | Foundations Dynamic Core .. | 6.81 % | 0.00 % |
-0.27 (0%) |
N/A |
| TDSC | Cabana Target Drawdown 10.. | 0.00 % | 0.00 % |
-0.30 (0%) |
USD 0.19B |
| SNAV | Collaborative Investment .. | 0.00 % | 0.00 % |
-0.41 (0%) |
USD 0.03B |
| INAV | 0.00 % | 0.00 % |
N/A |
N/A |
| Market Performance vs. Industry/Classification (Large Blend) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 2.53% | 56% | F | 60% | D- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 2.53% | 56% | F | 59% | D- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 18.46% | 86% | B+ | 78% | C+ | ||
| Dividend Return | 1.06% | 55% | F | 18% | F | ||
| Total Return | 19.52% | 83% | B | 76% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 79.65% | 75% | C | 83% | B | ||
| Dividend Return | 8.87% | 59% | D- | 27% | F | ||
| Total Return | 88.51% | 72% | C | 82% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 15.48% | 79% | B- | 75% | C | ||
| Dividend Return | 16.96% | 82% | B | 75% | C | ||
| Total Return | 1.48% | 81% | B- | 36% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 19.59% | 46% | F | 55% | F | ||
| Risk Adjusted Return | 86.55% | 69% | C- | 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.
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 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.
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.
