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

ETF | Large Blend |

Last Closing

USD 52.24

Change

+0.28 (+0.54)%

Market Cap

USD 0.58B

Volume

0.03M

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: 2024-07-16 )

Largest Industry Peers for Large Blend

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

-1.69 (-0.61%)

USD 429.50B
SCHX Schwab U.S. Large-Cap ETF

-0.38 (-0.57%)

USD 44.81B
SPLG SPDR® Portfolio S&P 500 ETF

-0.38 (-0.58%)

USD 43.01B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.59 (-0.53%)

USD 12.69B
DYNF BlackRock US Equity Factor Rot..

-0.30 (-0.62%)

USD 10.52B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.42 (-0.61%)

USD 8.83B
SPLV Invesco S&P 500® Low Volatili..

+0.14 (+0.20%)

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

-0.27 (-0.49%)

USD 4.67B
SCHK Schwab 1000 ETF

-0.30 (-0.55%)

USD 3.66B
SUSA iShares MSCI USA ESG Select

-0.69 (-0.59%)

USD 3.58B

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 14.17% 39% F 75% C
Dividend Return 0.40% 9% A- 8% B-
Total Return 14.57% 39% F 72% C
Trailing 12 Months  
Capital Gain 17.91% 37% F 75% C
Dividend Return 0.96% 15% F 12% F
Total Return 18.87% 35% F 71% C-
Trailing 5 Years  
Capital Gain 67.93% 45% F 78% C+
Dividend Return 6.75% 25% F 22% F
Total Return 74.68% 47% F 77% C+
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 0.58B 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.