Values as of: 2024-03-27
ETF | Large Growth |
Last Closing
USD 50.63Change
-0.05 (-0.10)%Market Cap
USD 0.15BVolume
0.09MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| QQQ | Invesco QQQ Trust |
+6.55 (+1.54%) |
USD 254.43B |
| VONG | Vanguard Russell 1000 Growth I.. |
+1.47 (+1.77%) |
USD 19.53B |
| IUSG | iShares Core S&P U.S. Growth E.. |
+2.06 (+1.83%) |
USD 16.94B |
| ONEQ | Fidelity® Nasdaq Composite In.. |
+1.30 (+2.11%) |
USD 6.10B |
| FV | First Trust Dorsey Wright Focu.. |
+0.85 (+1.58%) |
USD 3.80B |
| QQEW | First Trust NASDAQ-100 Equal W.. |
+0.60 (+0.51%) |
USD 2.19B |
| QQQE | Direxion NASDAQ-100 Equal Weig.. |
+0.55 (+0.65%) |
USD 1.21B |
| FTC | First Trust Large Cap Growth A.. |
+1.00 (+0.85%) |
USD 1.11B |
| LRGE | ClearBridge Large Cap Growth E.. |
+0.45 (+0.70%) |
USD 0.22B |
| QQXT | First Trust NASDAQ-100 Ex-Tech.. |
-0.04 (-0.05%) |
USD 0.15B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| BITS | Global X Blockchain & Bit.. | 50.93 % | 0.00 % |
-0.20 (-0.31%) |
USD 0.02B |
| Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 9.49% | 40% | F | 72% | C | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 9.49% | 40% | F | 71% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 139.61% | 100% | F | 95% | A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 139.61% | 100% | F | 95% | A | ||
| Trailing 5 Years | |||||||
| Capital Gain | -51.78% | 13% | F | 25% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -51.78% | 13% | F | 24% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -5.38% | 20% | F | 33% | F | ||
| Dividend Return | -5.35% | 20% | F | 31% | F | ||
| Total Return | 0.02% | 7% | C- | 2% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 80.96% | 7% | C- | 19% | F | ||
| Risk Adjusted Return | -6.61% | 20% | F | 38% | F | ||
| Market Capitalization | 0.15B | 33% | F | 43% | 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.
There is nothing we particularly like
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
