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Detailed Analysis Generate Full Report Add to Watchlist
Values as of: 2025-04-08
UMI:NYE- (USD)
ETF | Others |
Last Closing
USD 45.1975Change
-0.91 (-1.97)%Market Cap
USD 0.35BVolume
0.02MVerdict
Verdict
Values as of: 2025-04-08
ETF | Others |
Last Closing
USD 45.1975Change
-0.91 (-1.97)%Market Cap
USD 0.35BVolume
0.02MVerdict
Verdict
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
SOJE | Southern Company (The) Series .. |
-0.02 (-0.11%) |
USD 65.72B |
SGOV | iShares® 0-3 Month Treasury B.. |
+0.02 (+0.02%) |
USD 40.47B |
JEPI | JPMorgan Equity Premium Income.. |
-0.90 (-1.65%) |
USD 36.19B |
JPST | JPMorgan Ultra-Short Income ET.. |
+0.03 (+0.06%) |
USD 31.44B |
DFAC | Dimensional U.S. Core Equity 2.. |
-0.60 (-1.92%) |
USD 29.60B |
DTB | DTE Energy Company 2020 Series |
+0.08 (+0.47%) |
USD 26.58B |
JAAA | Janus Detroit Street Trust - J.. |
-0.02 (-0.04%) |
USD 21.14B |
GBTC | Grayscale Bitcoin Trust (BTC) |
+0.24 (+0.36%) |
USD 16.17B |
CGDV | Capital Group Dividend Value E.. |
-0.52 (-1.52%) |
USD 14.38B |
AVUV | Avantis® U.S. Small Cap Value.. |
-0.31 (-0.39%) |
USD 13.13B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
ETEC | iShares Breakthrough Envi.. | 4.80 % | 0.00 % |
-0.17 (-0.51%) |
USD 2.90M |
XG11:XETRA | Xtrackers MSCI Global SDG.. | 4.32 % | 0.00 % |
-0.14 (-0.51%) |
N/A |
L6EW:LSE | Ossiam Stoxx Europe 600 E.. | 3.91 % | 0.00 % |
+38.00 (+-0.51%) |
USD 0.11B |
ONEQ:CA | CI ONE Global Equity ETF | 3.12 % | 0.92 % |
+0.01 (+-0.51%) |
CAD 0.05B |
EKAR | 0.00 % | 0.65 % |
N/A |
N/A | |
S6EW:LSE | Ossiam Stoxx Europe 600 E.. | 0.00 % | 0.00 % |
-0.13 (-0.51%) |
N/A |
C064:F | 0.00 % | 0.00 % |
N/A |
N/A | |
C064:XETRA | 0.00 % | 0.00 % |
N/A |
N/A | |
EXV7:XETRA | iShares STOXX Europe 600 .. | 0.00 % | 0.00 % |
-0.38 (-0.51%) |
USD 0.09B |
ZPRX:XETRA | SPDR® MSCI Europe Small .. | 0.00 % | 0.00 % |
-0.02 (-0.51%) |
N/A |
WSRD:CA | Wealthsimple Developed Ma.. | 0.00 % | 0.00 % |
-0.41 (-0.51%) |
CAD 0.81B |
HYDR:CA | 0.00 % | 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 | -8.97% | 49% | F | 52% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | -8.97% | 48% | F | 50% | F | ||
Trailing 12 Months | |||||||
Capital Gain | 11.69% | 96% | N/A | 90% | A- | ||
Dividend Return | 2.42% | 51% | F | 44% | F | ||
Total Return | 14.11% | 96% | N/A | 90% | A- | ||
Trailing 5 Years | |||||||
Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | N/A | N/A | N/A | N/A | N/A | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 12.73% | 90% | A- | 73% | C | ||
Dividend Return | 15.64% | 93% | A | 75% | C | ||
Total Return | 2.91% | 82% | B | 62% | D | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 14.85% | 26% | F | 65% | D | ||
Risk Adjusted Return | 105.32% | 97% | N/A | 96% | N/A | ||
Market Capitalization | 0.35B | 79% | B- | 43% | F |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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 total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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.