Values as of: 2025-03-31
ETF | Others |
Last Closing
USD 87.17Change
+0.05 (+0.06)%Market Cap
USD 15.35BVolume
0.80MVerdict
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 40.21B |
| SGOV | iShares® 0-3 Month Treasury B.. |
N/A |
USD 35.73B |
| DFAC | Dimensional U.S. Core Equity 2.. |
N/A |
USD 32.11B |
| JPST | JPMorgan Ultra-Short Income ET.. |
N/A |
USD 30.68B |
| DTB | DTE Energy Company 2020 Series |
N/A |
USD 26.58B |
| JAAA | Janus Detroit Street Trust - J.. |
N/A |
USD 21.88B |
| GBTC | Grayscale Bitcoin Trust (BTC) |
N/A |
USD 16.99B |
| CGDV | Capital Group Dividend Value E.. |
N/A |
USD 15.10B |
| DFUS | Dimensional U.S. Equity ETF |
N/A |
USD 13.68B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| CCMG | EA Series Trust | 9.72 % | 0.00 % |
N/A |
USD 0.95B |
| FGSM | The Advisorsâ Inner .. | 8.32 % | 0.00 % |
N/A |
N/A |
| AVGE | Avantis All Equity Market.. | 3.89 % | 0.00 % |
N/A |
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 | -9.70% | 14% | F | 21% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -9.70% | 14% | F | 20% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -6.26% | 18% | F | 30% | F | ||
| Dividend Return | 0.88% | 24% | F | 18% | F | ||
| Total Return | -5.38% | 15% | F | 27% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 200.28% | 82% | B | 85% | B | ||
| Dividend Return | 18.96% | 60% | D- | 44% | F | ||
| Total Return | 219.24% | 80% | B- | 83% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 21.50% | 96% | N/A | 83% | B | ||
| Dividend Return | 22.86% | 96% | N/A | 82% | B | ||
| Total Return | 1.36% | 56% | F | 33% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 31.26% | 8% | B- | 32% | F | ||
| Risk Adjusted Return | 73.13% | 77% | C+ | 82% | B | ||
| Market Capitalization | 15.35B | 99% | N/A | 89% | 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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
