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

ETF | Large Blend |

Last Closing

USD 50.91

Change

-0.39 (-0.76)%

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: 2024-08-28 )

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SPTM SPDR® Portfolio S&P 1500 Comp..

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SPLV Invesco S&P 500® Low Volatili..

+0.41 (+0.58%)

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JQUA JPMorgan U.S. Quality Factor E..

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SCHK Schwab 1000 ETF

+0.32 (+0.60%)

USD 3.58B
SUSA iShares MSCI USA ESG Select

+0.82 (+0.70%)

USD 3.56B

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 11.26% 19% F 67% D+
Dividend Return 0.40% 9% A- 8% B-
Total Return 11.66% 18% F 62% D
Trailing 12 Months  
Capital Gain 16.63% 19% F 69% C-
Dividend Return 0.98% 14% F 12% F
Total Return 17.61% 19% F 62% D
Trailing 5 Years  
Capital Gain 64.72% 36% F 76% C+
Dividend Return 6.79% 23% F 21% F
Total Return 71.51% 36% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.85% 31% F 71% C-
Dividend Return 12.01% 26% F 68% D+
Total Return 1.17% 32% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 16.60% 79% B- 61% D-
Risk Adjusted Return 72.35% 33% F 87% B+
Market Capitalization 0.58B 56% F 50% 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.