The investment seeks to track the investment results of an index composed of North American equities in the technology sector and select North American equities from communication services and consumer discretionary sectors. The fund invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. The index measures the performance of U.S.-traded stocks from the technology sector and select technology-related companies from the communication services and consumer discretionary sectors in the U.S. and Canada. The fund is non-diversified.
|VGT||Vanguard Information Technolog..||0.10 %||
|XLK||Technology Select Sector SPDR ..||0.13 %||
|FDN||First Trust Dow Jones Internet..||0.52 %||
|IYW||iShares U.S. Technology ETF||0.42 %||
|IXN||iShares Global Tech ETF||0.46 %||
|FTEC||Fidelity MSCI Information Tech..||0.08 %||
|FXL||First Trust Technology AlphaDE..||0.61 %||
|ARKK||ARK Innovation ETF||0.75 %||
|RYT||Invesco S&P 500 Equal Weight T..||0.40 %||
|HACK||ETFMG Prime Cyber Security ETF||0.60 %||
|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)||13.37%||81%||B-||59%||F|
|Risk Adjusted Return||157.30%||96%||A||97%||A+|
|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 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’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit 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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.