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

ETF | Mid-Cap Blend |

Last Closing

USD 49.69

Change

+0.15 (+0.30)%

Market Cap

USD 9.78B

Volume

1.70M

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: 2024-04-19 )

Largest Industry Peers for Mid-Cap Blend

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

+2.55 (+1.55%)

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

+0.76 (+1.33%)

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

+1.99 (+0.84%)

USD 61.53B
IWR iShares Russell Mid-Cap ETF

+0.72 (+0.91%)

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

+6.85 (+1.31%)

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

+0.87 (+1.14%)

USD 10.83B
XMHQ Invesco S&P MidCap Quality ETF

+1.20 (+1.17%)

USD 4.66B
JHMM John Hancock Multifactor Mid C..

+0.51 (+0.94%)

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

+1.24 (+1.28%)

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 1.99% 56% F 63% D
Dividend Return 0.33% 65% D 18% F
Total Return 2.33% 68% D+ 60% D-
Trailing 12 Months  
Capital Gain 13.53% 63% D 69% C-
Dividend Return 1.64% 74% C 23% F
Total Return 15.17% 68% D+ 67% D+
Trailing 5 Years  
Capital Gain 44.91% 56% F 73% C
Dividend Return 6.84% 33% F 23% F
Total Return 51.75% 50% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.56% 74% C 72% C
Dividend Return 11.71% 74% C 70% C-
Total Return 1.16% 37% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 24.42% 21% F 47% F
Risk Adjusted Return 47.97% 42% F 73% 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.