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

ETF | Large Blend |

Last Closing

USD 51.5611

Change

+0.37 (+0.73)%

Market Cap

USD 0.56B

Volume

0.02M

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: 2024-07-03 )

Largest Industry Peers for Large Blend

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

+3.18 (+0.58%)

USD 548.53B
IVV iShares Core S&P 500 ETF

+3.43 (+0.62%)

USD 487.95B
VOO Vanguard S&P 500 ETF

+3.03 (+0.60%)

USD 470.28B
VTI Vanguard Total Stock Market In..

+1.41 (+0.52%)

USD 395.02B
VIG Vanguard Dividend Appreciation..

+0.52 (+0.28%)

USD 79.38B
ITOT iShares Core S&P Total U.S. St..

+0.77 (+0.64%)

USD 56.96B
RSP Invesco S&P 500® Equal Weight..

-0.07 (-0.04%)

USD 53.98B
SCHX Schwab U.S. Large-Cap ETF

+0.35 (+0.54%)

USD 42.96B
IWB iShares Russell 1000 ETF

+1.74 (+0.58%)

USD 37.56B
SPLG SPDR® Portfolio S&P 500 ETF

+0.39 (+0.60%)

USD 36.98B

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 12.68% 46% F 80% B-
Dividend Return 0.40% 9% A- 8% B-
Total Return 13.08% 47% F 77% C+
Trailing 12 Months  
Capital Gain 19.08% 40% F 77% C+
Dividend Return 0.98% 15% F 12% F
Total Return 20.06% 41% F 75% C
Trailing 5 Years  
Capital Gain 65.53% 45% F 80% B-
Dividend Return 6.74% 25% F 22% F
Total Return 72.27% 46% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.73% 34% F 72% C
Dividend Return 11.89% 34% F 70% C-
Total Return 1.17% 34% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 16.59% 78% C+ 60% D-
Risk Adjusted Return 71.70% 39% F 89% A-
Market Capitalization 0.56B 45% F 47% 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.