The investment seeks to track the performance of a broad, market-weighted corporate bond index. The fund is a fund of funds and employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. Corporate Bond Index, which measures the investment-grade, fixed-rate, taxable corporate bond market. The index includes U.S. dollar-denominated securities that are publicly issued by industrial, utility, and financial issuers.
|BMLP||BMO Dorsey Wright MLP Index Ex..||0.00 %||
|IGSB||iShares Short-Term Corporate B..||0.06 %||
|IGIB||iShares Intermediate-Term Corp..||0.06 %||
|NVCR||NovoCure Limited||0.00 %||
|BOKFL||BOK Financial Corporation||0.00 %||
|USIG||iShares Broad USD Investment G..||0.06 %||
|TCBIL||Texas Capital Bancshares, Inc||0.00 %||
|ZIONW||Zions Bancorporation, National..||0.00 %||
|GDV-PH||The Gabelli Dividend & Income ..||0.00 %||
|ONTO||Onto Innovation Inc||0.00 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||5.55%||73%||C||94%||A|
|Risk Adjusted Return||74.12%||85%||B||78%||C+|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
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.
There is nothing we particularly dislike