SUSA:NYE- (USD)

ETF | Large Blend |

Last Closing

USD 121.96

Change

-0.70 (-0.57)%

Market Cap

USD 3.51B

Volume

0.07M
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-28 )

Largest Industry Peers for Large Blend

ETFs Containing SUSA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.30% 53% F 57% F
Dividend Return 0.24% 67% D+ 7% C-
Total Return 0.54% 67% D+ 55% F
Trailing 12 Months  
Capital Gain 11.80% 69% C- 74% C
Dividend Return 1.24% 89% A- 26% F
Total Return 13.04% 75% C 72% C
Trailing 5 Years  
Capital Gain 86.94% 56% F 74% C
Dividend Return 9.25% 54% F 22% F
Total Return 96.19% 51% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.71% 32% F 70% C-
Dividend Return 11.02% 32% F 68% D+
Total Return 1.31% 68% D+ 31% F
Risk Return Profile  
Volatility (Standard Deviation) 19.42% 25% F 51% F
Risk Adjusted Return 56.72% 27% F 72% C
Market Capitalization 3.51B 80% B- 74% C

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend 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.

High volatility

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.