SPSM:NYE-SPDR® Portfolio S&P 600 Small Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 41.32

Change

+0.15 (+0.36)%

Market Cap

USD 10.17B

Volume

2.14M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-02 )

Largest Industry Peers for Small Blend

ETFs Containing SPSM

SMLE DBX ETF Trust - S&P Small.. 1.86 % 0.00 %

+18.00 (+31.03%)

USD 1.36M

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.04% 20% F 33% F
Dividend Return 0.83% 93% A 24% F
Total Return -1.21% 25% F 28% F
Trailing 12 Months  
Capital Gain 5.65% 25% F 54% F
Dividend Return 1.81% 88% B+ 28% F
Total Return 7.46% 31% F 48% F
Trailing 5 Years  
Capital Gain 34.03% 50% F 68% D+
Dividend Return 7.08% 69% C- 24% F
Total Return 41.11% 50% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.46% 63% D 74% C
Dividend Return 12.66% 63% D 71% C-
Total Return 1.20% 69% C- 28% F
Risk Return Profile  
Volatility (Standard Deviation) 29.45% 38% F 35% F
Risk Adjusted Return 42.98% 50% F 65% D
Market Capitalization 10.17B 75% C 84% B

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.