SOXX:NSD-iShares PHLX Semiconductor ETF (USD)

ETF | Technology | NSD

Last Closing Price

USD 256.93

Change

0.00 (0.00)%

Market Cap

USD 2.49B

Volume

0.83M

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks to track the investment results of the PHLX Semiconductor Sector Index composed of U.S. equities in the semiconductor sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of U.S.-traded securities of companies engaged in the semiconductor business. The fund is non-diversified.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-02-22 )

Largest Industry Peers for Technology

Symbol Name Mer Price(Change) Market Cap
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N/A

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SKYY First Trust Cloud Computing ET.. 0.60 %

N/A

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CIBR First Trust NASDAQ Cybersecuri.. 0.60 %

N/A

USD1.33B
TDIV First Trust NASDAQ Technology .. 0.50 %

N/A

USD1.16B
PNQI Invesco NASDAQ Internet ETF 0.62 %

N/A

USD0.52B
FINX Global X FinTech ETF 0.68 %

N/A

USD0.50B
PSCT Invesco S&P SmallCap Informati.. 0.29 %

N/A

USD0.34B
NXTG First Trust IndXX NextG ETF 0.70 %

N/A

USD0.29B
PTF Invesco DWA Technology Momentu.. 0.60 %

N/A

USD0.20B
SNSR Global X Internet of Things ET.. 0.68 %

N/A

USD0.14B

ETFs Containing SOXX

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Technology)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.32% 31% F 59% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.32% 31% F 59% F
Trailing 12 Months  
Capital Gain 38.51% 100% A+ 84% B
Dividend Return 1.21% 75% C 26% F
Total Return 39.71% 100% A+ 84% B
Trailing 5 Years  
Capital Gain 166.77% 100% A+ 89% B+
Dividend Return 8.71% 88% B+ 35% F
Total Return 175.49% 100% A+ 89% B+
Average Annual (5 Year Horizon)  
Capital Gain 26.40% 100% A+ 84% B
Dividend Return 1.33% 92% A- 35% F
Total Return 27.73% 100% A+ 84% B
Risk Return Profile  
Volatility (Standard Deviation) 22.19% 8% F 60% D-
Risk Adjusted Return 124.95% 67% D+ 94% A
Market Capitalization 2.49B 92% A- 82% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

What to not like:
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.