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

ETF | Small Blend |

Last Closing

USD 46.01

Change

+0.30 (+0.66)%

Market Cap

USD 11.32B

Volume

2.46M

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: 2024-07-31 )

ETFs Containing SPSM

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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 9.08% 33% F 64% D
Dividend Return 0.83% 93% A 22% F
Total Return 9.91% 33% F 60% D-
Trailing 12 Months  
Capital Gain 13.72% 40% F 69% C-
Dividend Return 1.75% 87% B+ 27% F
Total Return 15.47% 53% F 65% D
Trailing 5 Years  
Capital Gain 52.91% 47% F 73% C
Dividend Return 7.26% 67% D+ 24% F
Total Return 60.16% 53% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.88% 63% D 74% C
Dividend Return 13.10% 63% D 72% C
Total Return 1.23% 69% C- 28% F
Risk Return Profile  
Volatility (Standard Deviation) 29.24% 38% F 35% F
Risk Adjusted Return 44.82% 50% F 65% D
Market Capitalization 11.32B 80% B- 87% 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.