Values as of: 2024-03-27
ETF | Large Value |
Last Closing
USD 41.51Change
+0.68 (+1.67)%Market Cap
USD 0.82BVolume
0.03MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTV | Vanguard Value Index Fund ETF .. |
-0.09 (-0.06%) |
USD 111.32B |
| VYM | Vanguard High Dividend Yield I.. |
-0.23 (-0.20%) |
USD 67.87B |
| SCHD | Schwab U.S. Dividend Equity ET.. |
-0.08 (-0.10%) |
USD 53.63B |
| IWD | iShares Russell 1000 Value ETF |
-0.15 (-0.09%) |
USD 52.96B |
| DIA | SPDR Dow Jones Industrial Aver.. |
+1.39 (+0.36%) |
USD 33.55B |
| IVE | iShares S&P 500 Value ETF |
-0.30 (-0.17%) |
USD 31.96B |
| DGRO | iShares Core Dividend Growth E.. |
-0.08 (-0.14%) |
USD 26.31B |
| SPYV | SPDR® Portfolio S&P 500 Value.. |
-0.11 (-0.23%) |
USD 21.41B |
| SDY | SPDR® S&P Dividend ETF |
-0.41 (-0.32%) |
USD 20.10B |
| FNDX | Schwab Fundamental U.S. Large .. |
+0.17 (+0.26%) |
USD 14.62B |
N/A
| Market Performance vs. Industry/Classification (Large Value) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 7.59% | 55% | F | 69% | C- | ||
| Dividend Return | 0.37% | 10% | F | 23% | F | ||
| Total Return | 7.97% | 50% | F | 68% | D+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 24.24% | 73% | C | 74% | C | ||
| Dividend Return | 2.84% | 71% | C- | 41% | F | ||
| Total Return | 27.09% | 79% | B- | 74% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 60.01% | 74% | C | 75% | C | ||
| Dividend Return | 11.43% | 40% | F | 44% | F | ||
| Total Return | 71.45% | 72% | C | 75% | C | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 9.72% | 83% | B | 72% | C | ||
| Dividend Return | 11.54% | 81% | B- | 72% | C | ||
| Total Return | 1.82% | 38% | F | 44% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 22.71% | 15% | F | 50% | F | ||
| Risk Adjusted Return | 50.79% | 40% | F | 78% | C+ | ||
| Market Capitalization | 0.82B | 42% | F | 53% | 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.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
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 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.
