Values as of: 2025-05-28
ETF | Others |
Last Closing
USD 96.0653Change
-0.61 (-0.64)%Market Cap
USD 0.08BVolume
6.53KVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SOJE | Southern Company (The) Series .. |
+0.08 (+0.47%) |
USD 65.72B |
| SGOV | iShares® 0-3 Month Treasury B.. |
N/A |
USD 46.95B |
| JEPI | JPMorgan Equity Premium Income.. |
+0.10 (+0.18%) |
USD 39.24B |
| DFAC | Dimensional U.S. Core Equity 2.. |
+0.13 (+0.38%) |
USD 32.40B |
| JPST | JPMorgan Ultra-Short Income ET.. |
+0.01 (+0.02%) |
USD 30.70B |
| DTB | DTE Energy Company 2020 Series |
-0.04 (-0.20%) |
USD 26.58B |
| JAAA | Janus Detroit Street Trust - J.. |
+0.01 (+0.02%) |
USD 20.80B |
| GBTC | Grayscale Bitcoin Trust (BTC) |
-1.05 (-1.25%) |
USD 19.42B |
| CGDV | Capital Group Dividend Value E.. |
+0.14 (+0.38%) |
USD 16.17B |
| AVUV | Avantis® U.S. Small Cap Value.. |
+0.25 (+0.28%) |
USD 14.82B |
| 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 % |
+0.04 (+0%) |
USD 0.12B |
| Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 2.15% | 72% | C | 68% | D+ | ||
| Dividend Return | 1.07% | 48% | F | 42% | F | ||
| Total Return | 3.23% | 76% | C+ | 70% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 26.74% | 96% | N/A | 89% | A- | ||
| Dividend Return | 3.22% | 71% | C- | 57% | F | ||
| Total Return | 29.96% | 96% | N/A | 89% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 147.08% | 82% | B | 86% | B+ | ||
| Dividend Return | 33.56% | 89% | A- | 78% | C+ | ||
| Total Return | 180.65% | 83% | B | 87% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 21.84% | 96% | N/A | 86% | B+ | ||
| Dividend Return | 26.43% | 97% | N/A | 87% | B+ | ||
| Total Return | 4.59% | 92% | A | 78% | C+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 17.28% | 20% | F | 57% | F | ||
| Risk Adjusted Return | 152.97% | 100% | F | 99% | N/A | ||
| Market Capitalization | 0.08B | 52% | 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.
