Values as of: 2025-04-03
ETF | Others |
Last Closing
USD 97.643Change
-4.20 (-4.12)%Market Cap
USD 0.08BVolume
2.61KAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SOJE | Southern Company (The) Series .. |
+0.14 (+0.77%) |
USD 65.72B |
| SGOV | iShares® 0-3 Month Treasury B.. |
+0.02 (+0.02%) |
USD 40.47B |
| JEPI | JPMorgan Equity Premium Income.. |
+3.66 (+7.16%) |
USD 36.19B |
| DFAC | Dimensional U.S. Core Equity 2.. |
+2.69 (+9.24%) |
USD 32.11B |
| JPST | JPMorgan Ultra-Short Income ET.. |
-0.06 (-0.12%) |
USD 31.44B |
| DTB | DTE Energy Company 2020 Series |
+0.26 (+1.48%) |
USD 26.58B |
| JAAA | Janus Detroit Street Trust - J.. |
+0.13 (+0.26%) |
USD 21.14B |
| GBTC | Grayscale Bitcoin Trust (BTC) |
+4.43 (+7.31%) |
USD 16.17B |
| CGDV | Capital Group Dividend Value E.. |
+2.57 (+8.05%) |
USD 15.10B |
| DFUS | Dimensional U.S. Equity ETF |
+5.03 (+9.38%) |
USD 13.68B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| INC | 9.93 % | 0.00 % |
N/A |
N/A | |
| RAAX | VanEck Inflation Allocati.. | 0.00 % | 0.55 % |
+1.54 (+0%) |
USD 0.10B |
| Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 3.83% | 89% | A- | 81% | B- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 3.83% | 89% | A- | 80% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 27.82% | 98% | N/A | 92% | A | ||
| Dividend Return | 3.28% | 67% | D+ | 56% | F | ||
| Total Return | 31.11% | 98% | N/A | 92% | A | ||
| Trailing 5 Years | |||||||
| Capital Gain | 283.82% | 85% | B | 91% | A- | ||
| Dividend Return | 49.59% | 90% | A- | 83% | B | ||
| Total Return | 333.41% | 85% | B | 91% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 26.31% | 97% | N/A | 86% | B+ | ||
| Dividend Return | 30.84% | 97% | N/A | 87% | B+ | ||
| Total Return | 4.53% | 92% | A | 78% | C+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 42.47% | 5% | F | 22% | F | ||
| Risk Adjusted Return | 72.61% | 76% | C+ | 82% | B | ||
| Market Capitalization | 0.08B | 53% | F | 24% | F | ||
| 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 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 stock is trading high compared to its peers median on a price to book value basis.
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.
The company had negative total cash flow in the most recent four quarters.
