SPLG:NYE-SPDR® Portfolio S&P 500 ETF (USD)

ETF | Large Blend |

Last Closing

USD 62.69

Change

0.00 (0.00)%

Market Cap

USD 40.65B

Volume

9.75M

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: 2024-08-03 )

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USD 5.80M

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 12.15% 72% C 80% B-
Dividend Return 0.76% 74% C 21% F
Total Return 12.91% 78% C+ 78% C+
Trailing 12 Months  
Capital Gain 19.30% 75% C 82% B
Dividend Return 1.61% 75% C 25% F
Total Return 20.90% 78% C+ 80% B-
Trailing 5 Years  
Capital Gain 87.47% 75% C 84% B
Dividend Return 8.38% 58% F 27% F
Total Return 95.85% 72% C 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.66% 63% D 76% C+
Dividend Return 14.98% 63% D 75% C
Total Return 1.32% 61% D- 30% F
Risk Return Profile  
Volatility (Standard Deviation) 18.89% 44% F 54% F
Risk Adjusted Return 79.29% 61% D- 91% A-
Market Capitalization 40.65B 96% N/A 95% A

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:
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.