XLSR:NYE-SPDR® SSGA U.S. Sector Rotation ETF (USD)

ETF | Large Blend |

Last Closing

USD 50.01

Change

+0.02 (+0.04)%

Market Cap

USD 0.53B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+0.33 (+0.06%)

USD 533.64B
IVV iShares Core S&P 500 ETF

+0.19 (+0.03%)

USD 470.06B
VOO Vanguard S&P 500 ETF

+0.40 (+0.08%)

USD 462.68B
VTI Vanguard Total Stock Market In..

-0.20 (-0.07%)

USD 394.93B
VIG Vanguard Dividend Appreciation..

-0.40 (-0.22%)

USD 78.38B
ITOT iShares Core S&P Total U.S. St..

-0.17 (-0.14%)

USD 55.78B
RSP Invesco S&P 500® Equal Weight..

-1.05 (-0.64%)

USD 55.39B
SCHX Schwab U.S. Large-Cap ETF

N/A

USD 41.62B
SPLG SPDR® Portfolio S&P 500 ETF

+0.03 (+0.05%)

USD 37.89B
IWB iShares Russell 1000 ETF

+0.07 (+0.02%)

USD 36.17B

ETFs Containing XLSR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.29% 38% F 70% C-
Dividend Return 0.19% 6% D- 7% C-
Total Return 9.48% 39% F 67% D+
Trailing 12 Months  
Capital Gain 24.13% 39% F 74% C
Dividend Return 1.12% 20% F 13% F
Total Return 25.24% 38% F 71% C-
Trailing 5 Years  
Capital Gain 69.94% 45% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 69.94% 37% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.39% 36% F 71% C-
Dividend Return 11.55% 34% F 68% D+
Total Return 1.16% 35% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 16.52% 78% C+ 65% D
Risk Adjusted Return 69.92% 42% F 89% A-
Market Capitalization 0.53B 45% F 46% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
Low volatility

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.

What to not like:
Poor risk adjusted 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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.