Values as of: 2025-05-05
ETF | Small Blend |
Last Closing
USD 220.85Change
-1.02 (-0.46)%Market Cap
N/AVolume
0.83MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF |
-0.74 (-0.72%) |
USD 70.99B |
| SCHA | Schwab U.S. Small-Cap ETF |
-0.14 (-0.60%) |
USD 14.84B |
| SPSM | SPDR® Portfolio S&P 600 Small.. |
-0.27 (-0.67%) |
USD 9.96B |
| FNDA | Schwab Fundamental U.S. Small .. |
-0.16 (-0.59%) |
USD 8.22B |
| EES | WisdomTree U.S. SmallCap Earni.. |
-0.21 (-0.44%) |
USD 0.52B |
| GSSC | Goldman Sachs ActiveBeta® U.S.. |
-0.27 (-0.43%) |
USD 0.48B |
| JHSC | John Hancock Multifactor Small.. |
-0.14 (-0.38%) |
USD 0.45B |
| JPSE | JPMorgan Diversified Return U... |
-0.29 (-0.67%) |
USD 0.41B |
| SMLV | SPDR® SSGA US Small Cap Low V.. |
-0.68 (-0.56%) |
USD 0.18B |
| ISMD | Inspire Small/Mid Cap Impact E.. |
-0.21 (-0.63%) |
USD 0.16B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| ABCS | Alpha Blue Capital US Sma.. | 4.97 % | 0.00 % |
-0.06 (-0.24%) |
USD 9.27M |
| PERM | 0.00 % | 0.48 % |
N/A |
N/A | |
| QEH | 0.00 % | 1.68 % |
N/A |
N/A | |
| VXC:CA | Vanguard FTSE Global All .. | 0.00 % | 0.27 % |
-0.14 (-0.24%) |
CAD 2.27B |
| Market Performance vs. Industry/Classification (Small Blend) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -8.09% | 80% | B- | 27% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -8.09% | 80% | B- | 25% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -0.41% | 87% | B+ | 45% | F | ||
| Dividend Return | 0.70% | 36% | F | 13% | F | ||
| Total Return | 0.28% | 87% | B+ | 37% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 71.53% | 47% | F | 65% | D | ||
| Dividend Return | 10.10% | 47% | F | 23% | F | ||
| Total Return | 81.64% | 27% | F | 60% | D- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 8.97% | 47% | F | 66% | D+ | ||
| Dividend Return | 10.40% | 47% | F | 64% | D | ||
| Total Return | 1.42% | 93% | A | 34% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 20.48% | 80% | B- | 49% | F | ||
| Risk Adjusted Return | 50.78% | 60% | D- | 66% | D+ | ||
| 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 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’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
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.
