Values as of: 2019-06-17
ETF | World Large Stock | NYSE Arca
Last Closing
USD 27.69Change
+0.03 (+0.10)%Market Cap
USD 0.02BVolume
5.68KAnalyst Target
N/A
N/A
Verdict
The investment seeks to replicate investment results that generally correspond to the Inspire Global Hope Large Cap Index. The fund generally will invest at least 80% of its total assets in the component securities. The index provider selects foreign and domestic large capitalization equity securities included in the Russell 1000 Index, MSCI EAFE Index, and MSCI EM Large Cap Index using Inspire Impact Score®, a proprietary selection methodology that is designed to assign a score based on the security's alignment with biblical values and the positive impact that company has on the world through various environmental, social and governance criterion.
Company Website : www.anchorcapitalfunds.com
Currency: USD
Country : USA
Inception Date: 27/02/2017
Primary Benchmark: Inspire Global Hope Large Cap PR USD
Primary Index:
Gross Expense Ratio: %
Management Expense Ratio: 0.62 %
N/A
N/A
N/A
N/A
| Symbol | Name | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|
| VT | Vanguard Total World Stock Ind.. | 0.09 % |
-0.40 (-0.38%) |
USD 47.80B |
| IOO | iShares Global 100 ETF | 0.40 % |
-0.49 (-0.56%) |
USD 5.07B |
| URTH | iShares MSCI World ETF | 0.24 % |
-0.46 (-0.33%) |
USD 3.24B |
| CRBN | iShares MSCI ACWI Low Carbon T.. | 0.20 % |
-0.71 (-0.42%) |
USD 0.92B |
| TOK | iShares MSCI Kokusai ETF | 0.25 % |
-0.29 (-0.28%) |
USD 0.21B |
| WDIV | SPDR® S&P Global Dividend ETF | 0.40 % |
+0.18 (+0.32%) |
USD 0.21B |
| DGT | SPDR® Global Dow ETF | 0.50 % |
-0.04 (-0.03%) |
USD 0.19B |
| KLDW | Knowledge Leaders Developed Wo.. | 0.75 % |
-0.25 (-0.57%) |
USD 0.13B |
| DEW | WisdomTree Global High Dividen.. | 0.58 % |
+0.22 (+0.46%) |
USD 0.11B |
| QWLD | SPDR® MSCI World StrategicFac.. | 0.30 % |
-0.18 (-0.16%) |
USD 0.10B |
N/A
| Market Performance vs. Industry/Classification (World Large Stock) | Market Performance vs. Exchange (NYSE Arca) | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 14.21% | 92% | A | 65% | D | ||
| Dividend Return | 0.45% | 22% | F | 16% | F | ||
| Total Return | 14.66% | 81% | B- | 62% | D | ||
| Trailing 12 Months | |||||||
| Capital Gain | -3.95% | 28% | F | 46% | F | ||
| Dividend Return | 1.60% | 26% | F | 27% | F | ||
| Total Return | -2.35% | 32% | F | 43% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | N/A | N/A | N/A | N/A | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | F | ||
| Total Return | N/A | N/A | N/A | N/A | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 0.65% | 24% | F | 51% | F | ||
| Dividend Return | 1.64% | 16% | F | 34% | F | ||
| Total Return | 0.99% | 17% | F | 20% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 6.07% | 88% | B+ | 82% | B | ||
| Risk Adjusted Return | 26.96% | 16% | F | 42% | F | ||
| Market Capitalization | 0.02B | 74% | C | 31% | F | ||
| 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.
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.
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.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The company has under performed its peers on annual average total returns in the past 5 years.
The company had negative total earnings in the most recent four quarters.
