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

ETF | Large Blend |

Last Closing

USD 51.66

Change

+0.10 (+0.19)%

Market Cap

USD 0.56B

Volume

0.03M

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: 2024-07-05 )

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SPTM SPDR® Portfolio S&P 1500 Comp..

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SPLV Invesco S&P 500® Low Volatili..

+0.32 (+0.45%)

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JQUA JPMorgan U.S. Quality Factor E..

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SCHK Schwab 1000 ETF

+0.53 (+0.97%)

USD 3.80B
SUSA iShares MSCI USA ESG Select

+0.87 (+0.73%)

USD 3.71B

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 12.90% 46% F 80% B-
Dividend Return 0.40% 9% A- 8% B-
Total Return 13.30% 46% F 78% C+
Trailing 12 Months  
Capital Gain 20.73% 41% F 78% C+
Dividend Return 1.00% 15% F 12% F
Total Return 21.72% 41% F 76% C+
Trailing 5 Years  
Capital Gain 65.85% 46% F 81% B-
Dividend Return 6.74% 25% F 22% F
Total Return 72.59% 47% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.79% 32% F 72% C
Dividend Return 11.95% 34% F 69% C-
Total Return 1.17% 34% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 16.59% 78% C+ 60% D-
Risk Adjusted Return 72.03% 38% 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.