Values as of: 2020-04-08
ETF | Large Blend |
Last Closing
USD 27.19Change
+0.78 (+2.95)%Market Cap
USD 0.05BVolume
0.04MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VTI | Vanguard Total Stock Market In.. |
+2.41 (+0.98%) |
USD 1,599.41B |
| SPY | SPDR S&P 500 ETF Trust |
+4.56 (+0.92%) |
USD 528.58B |
| IVV | iShares Core S&P 500 ETF |
+4.59 (+0.92%) |
USD 428.78B |
| VOO | Vanguard S&P 500 ETF |
+3.95 (+0.87%) |
USD 419.07B |
| VIG | Vanguard Dividend Appreciation.. |
+1.36 (+0.78%) |
USD 77.60B |
| RSP | Invesco S&P 500® Equal Weight.. |
+1.22 (+0.76%) |
USD 53.38B |
| ITOT | iShares Core S&P Total U.S. St.. |
+1.04 (+0.96%) |
USD 51.22B |
| SCHX | Schwab U.S. Large-Cap ETF |
+0.46 (+0.78%) |
USD 40.18B |
| IWB | iShares Russell 1000 ETF |
+2.53 (+0.93%) |
USD 33.43B |
| VV | Vanguard Large-Cap Index Fund .. |
+2.06 (+0.91%) |
USD 32.71B |
| 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 % |
+0.11 (+0%) |
USD 0.88B |
| 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 | -8.20% | 98% | N/A | 79% | B- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -8.20% | 98% | N/A | 78% | C+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 4.24% | 100% | F | 88% | B+ | ||
| Dividend Return | 0.36% | 6% | D- | 5% | F | ||
| Total Return | 4.60% | 100% | F | 87% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | N/A | N/A | N/A | N/A | N/A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 6.35% | 86% | B+ | 63% | D | ||
| Dividend Return | 6.74% | 83% | B | 49% | F | ||
| Total Return | 0.39% | 27% | F | 9% | A- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 10.49% | 39% | F | 77% | C+ | ||
| Risk Adjusted Return | 64.27% | 78% | C+ | 63% | D | ||
| Market Capitalization | 0.05B | 27% | F | 18% | 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 is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
