Values as of: 2025-03-11
ETF | Large Value |
Last Closing
USD 50.46Change
-0.75 (-1.46)%Market Cap
N/AVolume
5.10MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ET.. |
-0.64 (-2.26%) |
USD 68.08B |
| DGRO | iShares Core Dividend Growth E.. |
-0.88 (-1.41%) |
USD 31.61B |
| FNDX | Schwab Fundamental U.S. Large .. |
-0.31 (-1.31%) |
USD 18.18B |
| SCHV | Schwab U.S. Large-Cap Value ET.. |
-0.35 (-1.32%) |
USD 12.12B |
| SPYD | SPDR® Portfolio S&P 500 High .. |
-0.85 (-1.90%) |
USD 6.82B |
| VOOV | Vanguard S&P 500 Value Index F.. |
-2.86 (-1.55%) |
USD 5.39B |
| FDVV | Fidelity® High Dividend ETF |
-0.57 (-1.14%) |
USD 4.83B |
| SPHD | Invesco S&P 500® High Dividen.. |
-1.08 (-2.13%) |
USD 3.37B |
| IWX | iShares Russell Top 200 Value .. |
-0.97 (-1.19%) |
USD 3.06B |
| LRGF | iShares U.S. Equity Factor ETF |
-0.37 (-0.64%) |
USD 2.46B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| RHRX | Starboard Investment Trus.. | 23.91 % | 0.00 % |
-0.08 (-0.53%) |
USD 0.02B |
| BAMA | Brookstone Active ETF | 20.11 % | 0.00 % |
-0.16 (-0.53%) |
USD 0.04B |
| SQEW | Two Roads Shared Trust - .. | 0.00 % | 0.00 % |
-0.13 (-0.53%) |
USD 0.09B |
| Market Performance vs. Industry/Classification (Large Value) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -1.33% | 31% | F | 47% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -1.33% | 31% | F | 46% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 2.73% | 6% | D- | 57% | F | ||
| Dividend Return | 2.38% | 70% | C- | 40% | F | ||
| Total Return | 5.11% | 10% | F | 53% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 78.75% | 40% | F | 67% | D+ | ||
| Dividend Return | 16.12% | 36% | F | 40% | F | ||
| Total Return | 94.86% | 27% | F | 65% | D | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 11.37% | 35% | F | 68% | D+ | ||
| Dividend Return | 12.90% | 23% | F | 66% | D+ | ||
| Total Return | 1.53% | 17% | F | 37% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 18.89% | 33% | F | 57% | F | ||
| Risk Adjusted Return | 68.28% | 10% | F | 79% | 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.
There is nothing we particularly like
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’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
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.
