Values as of: 2019-10-16
ETF | Others |
Last Closing
USD 27.95Change
+0.01 (+0.04)%Market Cap
USD 5.43MVolume
0.03MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SOJE | SOJE |
-0.65 (-3.34%) |
USD 65.72B |
| JEPI | JPMorgan Equity Premium Income.. |
-0.51 (-0.91%) |
USD 32.78B |
| LCR | Leuthold Core ETF |
-0.23 (-0.68%) |
USD 32.52B |
| DTB | DTB |
-0.64 (-3.29%) |
USD 26.58B |
| DFAC | Dimensional U.S. Core Equity 2.. |
-0.34 (-1.10%) |
USD 26.11B |
| JPST | JPMorgan Ultra-Short Income ET.. |
+0.01 (+0.02%) |
USD 22.47B |
| SGOV | iShares® 0-3 Month Treasury B.. |
+0.02 (+0.02%) |
USD 18.58B |
| TSPA | T. Rowe Price US Equity Resear.. |
-0.36 (-1.11%) |
USD 16.23B |
| DFUV | Dimensional US Marketwide Valu.. |
-0.28 (-0.72%) |
USD 10.15B |
| AVUV | Avantis® U.S. Small Cap Value.. |
-0.69 (-0.78%) |
USD 10.05B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| FIVR | 5.78 % | 0.00 % |
N/A |
N/A | |
| HNDL | Strategy Shares Nasdaq 7 .. | 0.00 % | 0.95 % |
-0.27 (0%) |
USD 0.88B |
| Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 22.72% | 89% | A- | 77% | C+ | ||
| Dividend Return | 0.81% | 22% | F | 14% | F | ||
| Total Return | 23.53% | 89% | A- | 75% | C | ||
| Trailing 12 Months | |||||||
| Capital Gain | 12.84% | 88% | B+ | 77% | C+ | ||
| Dividend Return | 1.07% | 25% | F | 18% | F | ||
| Total Return | 13.91% | 88% | B+ | 74% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | N/A | N/A | N/A | N/A | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | F | ||
| Total Return | N/A | N/A | N/A | N/A | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 1.29% | 51% | F | 51% | F | ||
| Dividend Return | 1.48% | 33% | F | 32% | F | ||
| Total Return | 0.20% | 9% | A- | 6% | D- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 3.42% | 87% | B+ | 93% | A | ||
| Risk Adjusted Return | 43.44% | 54% | F | 56% | F | ||
| Market Capitalization | 5.43M | 13% | F | 5% | 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’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 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.
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.
