SFY:NYE-SoFi Select 500 (USD)

ETF | Large Growth |

Last Closing

USD 18.59

Change

+0.16 (+0.87)%

Market Cap

USD 0.67B

Volume

0.19M

Analyst Target

N/A
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: 2024-03-27 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
VUG Vanguard Growth Index Fund ETF..

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USD 113.25B
IWF iShares Russell 1000 Growth ET..

+5.94 (+1.84%)

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IVW iShares S&P 500 Growth ETF

+1.56 (+1.93%)

USD 41.42B
SCHG Schwab U.S. Large-Cap Growth E..

+1.73 (+1.95%)

USD 26.84B
SPYG SPDR® Portfolio S&P 500 Growt..

+1.35 (+1.92%)

USD 24.90B
MGK Vanguard Mega Cap Growth Index..

+5.11 (+1.87%)

USD 19.10B
IWY iShares Russell Top 200 Growth..

+3.63 (+1.94%)

USD 10.22B
VOOG Vanguard S&P 500 Growth Index ..

+5.05 (+1.73%)

USD 9.71B
SPGP Invesco S&P 500 GARP ETF

+0.39 (+0.38%)

USD 4.59B
JKE iShares Morningstar Growth ETF

N/A

USD 1.98B

ETFs Containing SFY

N/A

Market Performance

  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 9.74% 24% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.74% 27% F 74% C
Trailing 12 Months  
Capital Gain 31.47% 38% F 82% B
Dividend Return 1.68% 92% A 23% F
Total Return 33.15% 38% F 81% 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 13.01% 54% F 79% B-
Dividend Return 14.36% 54% F 78% C+
Total Return 1.36% 96% N/A 34% F
Risk Return Profile  
Volatility (Standard Deviation) 20.10% 85% B 56% F
Risk Adjusted Return 71.45% 81% B- 93% A
Market Capitalization 0.67B 35% F 50% F

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:
Superior risk adjusted returns

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.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value 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.

Underpriced compared to earnings

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

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.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Low market capitalization

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.