Annual Dividend Rate: The indicated annual dividend, calculated from the latest dividend.
Prev Year: The earnings per share growth from the most recent EPS compared to the quarterly EPS from 4 quarters before. Prev Qtr: The earnings per share growth over the previous quarter. For example, if a company has $10 million in net income and 10 million in outstanding shares, then its EPS is $1.
% of Institutional Shareholders: The percent of ownership held by large financial institutions or organizations.It is based on a 60-month historical regression of the return on the stock onto the return on the S&P 500. 60-Month Beta: Coefficient that measures the volatility of a stock's returns relative to the market (S&P 500).Last Quarter Net Income, $: The last quarter's net income, expressed in millions of dollars.Last Quarter Sales, $: The last quarter's sales, expressed in millions of dollars.Annual Net Income, $: The annual net income, expressed in millions of dollars.Annual Sales, $: The annual sales, expressed in millions of dollars.Shares Outstanding, K: Common shares outstanding as reported by the company on the 10-Q or 10-K.It is computed by the sum of the current Market Capitalization, Short Term Debt, Long Term Debt, Minority Interests and Preferred Stock minus Cash & Equivalents. Enterprise Value, $K: Enterprise Value is the measure of a company's total value.For example, a publicly held company with 10 million shares outstanding that trade at $10 each would have a market capitalization of $100 million. It is computed by multiplying the market price by the number of outstanding shares. Market Capitalization, $K: capitalization or market value of a stock is simply the market value of all outstanding shares.For stocks, all fundamental information is provided by Zachs Investment Research. It also includes links to the Industry, Sector, and Index in which the stock belongs: the SIC or the Standard Industrial Classification code, industry groups, and major-market indices including the three Dow Jones indices and their composite, the Nasdaq 100, and the S&P 500, 100 and 400. Barchart shows different data on the Profile page, depending on the symbol's asset type.Ī stock's Profile page contains general information about the stock, such as Ticker Symbol, Exchange traded on, Company Contact Address/Phone, CEO/President, and Company Description. Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance ( percentage withdrawal).The Profile page gives you general information about a symbol, whether it's about the company or the contract.Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money ( dollar amount withdrawal).Months: number of months with positive/negative return. Rolling Returns: returns over a time frame (best, worst, % of positive returns).A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough.It's a modification of the Sharpe Ratio (same formula but the denominator is the ETF downside standard deviation). Sortino Ratio: another measure of risk-adjusted performance of the ETF.The risk-free rate here considered is the 1-3 Mth T-Bill return. It's calculated by dividing the excess return of the ETF over the risk-free rate by the ETF standard deviation. Sharpe Ratio: it's a measure of risk-adjusted performance of the ETF.Standard Deviation: it's a measure of the dispersion of returns around the mean.Annualized Portfolio Return: it's the annualized geometric mean return of the ETF.
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