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

ETF | Mid-Cap Blend |

Last Closing

USD 51.1

Change

+0.33 (+0.65)%

Market Cap

USD 9.76B

Volume

0.56M

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: 2024-04-29 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

-0.53 (-0.87%)

USD 84.01B
VO Vanguard Mid-Cap Index Fund ET..

-0.75 (-0.30%)

USD 64.35B
IWR iShares Russell Mid-Cap ETF

-0.40 (-0.48%)

USD 34.05B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-5.06 (-0.91%)

USD 21.64B
VXF Vanguard Extended Market Index..

-1.17 (-0.67%)

USD 18.46B
SCHM Schwab U.S. Mid-Cap ETF

-0.77 (-0.95%)

USD 11.35B
XMHQ Invesco S&P MidCap Quality ETF

-1.18 (-1.08%)

USD 5.03B
JHMM John Hancock Multifactor Mid C..

-0.35 (-0.62%)

USD 3.76B
IVOO Vanguard S&P Mid-Cap 400 Index..

-0.82 (-0.80%)

USD 2.01B
JKG iShares Morningstar Mid-Cap ET..

N/A

USD 0.85B

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 4.89% 67% D+ 67% D+
Dividend Return 0.33% 65% D 18% F
Total Return 5.22% 79% B- 64% D
Trailing 12 Months  
Capital Gain 17.17% 68% D+ 71% C-
Dividend Return 1.65% 74% C 23% F
Total Return 18.82% 79% B- 69% C-
Trailing 5 Years  
Capital Gain 49.11% 61% D- 73% C
Dividend Return 6.84% 33% F 22% F
Total Return 55.95% 61% D- 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.73% 74% C 72% C
Dividend Return 11.90% 74% C 70% C-
Total Return 1.16% 42% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 24.32% 21% F 47% F
Risk Adjusted Return 48.92% 42% F 73% C
Market Capitalization 9.76B 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.