For ETFs, the annual dividend is for the trailing twleve months.
The 1-3- and 5-Year Returns are adjusted for splits. Short Volume Ratio: The ratio of shares that were sold short and total reported volume.
% Float: The percentage of regular shares available to trade.Float, K: Shares a company has issued that are available to trade (shares outstanding - restricted stock).% 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. Owning a 2x, 3x, 4x leveraged ETF does not mean a 2x, 3x, 4x risk.Īnd let’s not forget the fact that leveraged ETF’s have greater expense ratios which can further impact earnings and losses.The Profile page gives you general information about a symbol, whether it's about the company or the contract. Holding a leveraged ETF is great if you’re expecting a Bull market for a while, but if you own a leveraged ETF during a Bear Market, you’re gonna have a bad time. If the fund that your Leverage ETF is tracking does not bounce back, you bleed even more. Therefore, if your leveraged ETF is seeing consistent daily losses, you’re bleeding money. After two days, your portfolio net worth has dropped $10.Įven though the ETF-X stock had a net decrease of -0.25% over two days, owning ETF-2X over those same two days resulted in you losing -1%, which is 4x the loss of ETF-X. The ETF-X moves up 5% at the end of the day, resulting in a -0.25% loss over two days.ĮTF-2X theoretically moves up 10%, which brings your $90/Share at the start of the day, to $99/Share for a portfolio total of $990. Theoretically, ETF-2X should drop 10%, bringing your shares down to $90/Share. Let’s assume ETF-X dropped by 5% at the end of the day. Let’s say you buy $1000 of ETF-2x at $100 a share. Leveraged ETF’s are reset daily, and your stock holdings will reflect the price/share after each daily reset.