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Values as of: 2019-07-15
Values as of: 2019-07-15
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
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
SOJE | SOJE |
+0.08 (+0.40%) |
USD 65.72B |
JEPI | JPMorgan Equity Premium Income.. |
+0.06 (+0.11%) |
USD 32.43B |
DTB | DTB |
-0.10 (-0.49%) |
USD 26.58B |
DFAC | Dimensional U.S. Core Equity 2.. |
+0.01 (+0.03%) |
USD 26.00B |
GBTC | Grayscale Bitcoin Trust (BTC) |
-2.31 (-3.90%) |
USD 23.75B |
JPST | JPMorgan Ultra-Short Income ET.. |
N/A |
USD 22.73B |
SGOV | iShares® 0-3 Month Treasury B.. |
+0.01 (+0.01%) |
USD 19.79B |
AVUV | Avantis® U.S. Small Cap Value.. |
-0.17 (-0.19%) |
USD 10.49B |
DFUV | Dimensional US Marketwide Valu.. |
+0.01 (+0.03%) |
USD 10.15B |
DFAT | Dimensional U.S. Targeted Valu.. |
-0.03 (-0.06%) |
USD 9.40B |
N/A
Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange (NYSE Arca) | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 17.66% | 72% | C | 65% | D | ||
Dividend Return | 1.44% | 68% | D+ | 46% | F | ||
Total Return | 19.10% | 74% | C | 64% | D | ||
Trailing 12 Months | |||||||
Capital Gain | 0.70% | 52% | F | 54% | F | ||
Dividend Return | 1.82% | 48% | F | 34% | F | ||
Total Return | 2.52% | 51% | F | 51% | 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 | 0.62% | 24% | F | 44% | F | ||
Dividend Return | 1.62% | 16% | F | 39% | F | ||
Total Return | 0.99% | 17% | F | 26% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 6.05% | 88% | B+ | 94% | A | ||
Risk Adjusted Return | 26.75% | 16% | F | 53% | F | ||
Market Capitalization | 0.02B | 55% | F | 27% | F |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
The company had positive total cash flow in the most recent four quarters.
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 stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
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.