SPMD:NYE-SPDR Russell Small Cap Completeness (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 53.19

Change

+0.91 (+1.74)%

Market Cap

USD 9.78B

Volume

1.25M

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 Mid-Cap Blend

Symbol Name Price(Change) Market Cap
VXF Vanguard Extended Market Index..

+1.34 (+0.81%)

USD 103.55B
IJH iShares Core S&P Mid-Cap ETF

+0.14 (+0.24%)

USD 85.06B
VO Vanguard Mid-Cap Index Fund ET..

+0.57 (+0.24%)

USD 61.53B
IWR iShares Russell Mid-Cap ETF

+0.25 (+0.31%)

USD 32.75B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+1.52 (+0.29%)

USD 22.34B
SCHM Schwab U.S. Mid-Cap ETF

+0.33 (+0.43%)

USD 10.83B
XMHQ Invesco S&P MidCap Quality ETF

+0.11 (+0.11%)

USD 3.96B
JHMM John Hancock Multifactor Mid C..

+0.16 (+0.29%)

USD 3.59B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.24 (+0.25%)

USD 1.89B
JKG iShares Morningstar Mid-Cap ET..

N/A

USD 0.82B

ETFs Containing SPMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.17% 72% C 74% C
Dividend Return 0.33% 65% D 19% F
Total Return 9.51% 79% B- 73% C
Trailing 12 Months  
Capital Gain 23.44% 63% D 73% C
Dividend Return 1.67% 74% C 23% F
Total Return 25.11% 68% D+ 71% C-
Trailing 5 Years  
Capital Gain 59.59% 67% D+ 75% C
Dividend Return 7.03% 33% F 23% F
Total Return 66.62% 61% D- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.72% 74% C 72% C
Dividend Return 10.85% 74% C 70% C-
Total Return 1.13% 37% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 24.84% 21% F 46% F
Risk Adjusted Return 43.69% 42% F 71% C-
Market Capitalization 9.78B 68% D+ 84% B

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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

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.