ducovest

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

ETF | Large Blend |

Last Closing

USD 50.57

Change

-0.09 (-0.18)%

Market Cap

USD 0.54B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-14 )

Largest Industry Peers for Large Blend

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

-1.49 (-0.27%)

 USD 533.64B
IVV iShares Core S&P 500 ETF

-1.70 (-0.31%)

 USD 473.37B
VOO Vanguard S&P 500 ETF

-1.40 (-0.28%)

 USD 473.15B
VTI Vanguard Total Stock Market In..

-0.68 (-0.25%)

 USD 406.86B
VIG Vanguard Dividend Appreciation..

N/A

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

-0.38 (-0.32%)

 USD 56.42B
RSP Invesco S&P 500® Equal Weight..

+0.10 (+0.06%)

 USD 53.72B
SCHX Schwab U.S. Large-Cap ETF

-0.20 (-0.31%)

 USD 42.71B
SPLG SPDR® Portfolio S&P 500 ETF

-0.16 (-0.25%)

 USD 37.89B
IWB iShares Russell 1000 ETF

-1.03 (-0.34%)

 USD 36.22B

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 10.52% 44% F 79% B-
Dividend Return 0.19% 5% F 6% D-
Total Return 10.70% 46% F 76% C+
Trailing 12 Months  
Capital Gain 17.77% 40% F 78% C+
Dividend Return 1.05% 26% F 14% F
Total Return 18.82% 41% F 75% C
Trailing 5 Years  
Capital Gain 66.72% 44% F 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 66.72% 37% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 10.60% 35% F 72% C
Dividend Return 11.77% 34% F 69% C-
Total Return 1.16% 34% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 16.57% 78% C+ 61% D-
Risk Adjusted Return 70.99% 39% F 97% N/A
Market Capitalization 0.54B 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.