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

ETF | Large Blend |

Last Closing

USD 51.11

Change

+0.54 (+1.07)%

Market Cap

USD 0.54B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-17 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

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SCHX Schwab U.S. Large-Cap ETF

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SPLG SPDR® Portfolio S&P 500 ETF

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GSLC Goldman Sachs ActiveBeta® U.S..

+0.53 (+0.47%)

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DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.35 (+0.50%)

USD 9.14B
FTCS First Trust Capital Strength E..

+0.02 (+0.02%)

USD 9.02B
SPLV Invesco S&P 500® Low Volatili..

+0.19 (+0.27%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

+0.40 (+0.71%)

USD 5.32B
VONE Vanguard Russell 1000 Index Fu..

-0.04 (-0.02%)

USD 5.13B

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 11.70% 46% F 80% B-
Dividend Return 0.19% 5% F 6% D-
Total Return 11.88% 46% F 78% C+
Trailing 12 Months  
Capital Gain 19.03% 40% F 78% C+
Dividend Return 1.05% 26% F 14% F
Total Return 20.08% 41% F 76% C+
Trailing 5 Years  
Capital Gain 65.65% 44% F 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 65.65% 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.