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

ETF | Large Blend |

Last Closing

USD 63.55

Change

0.00 (0.00)%

Market Cap

USD 43.54B

Volume

0.01B

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: 2024-09-07 )

Largest Industry Peers for Large Blend

ETFs Containing SPLG

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 13.69% 67% D+ 79% B-
Dividend Return 0.76% 72% C 19% F
Total Return 14.45% 72% C 76% C+
Trailing 12 Months  
Capital Gain 21.28% 69% C- 78% C+
Dividend Return 1.61% 74% C 24% F
Total Return 22.89% 74% C 76% C+
Trailing 5 Years  
Capital Gain 81.42% 76% C+ 84% B
Dividend Return 8.00% 56% F 26% F
Total Return 89.41% 71% C- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.37% 60% D- 75% C
Dividend Return 14.71% 60% D- 74% C
Total Return 1.34% 61% D- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 19.67% 38% F 53% F
Risk Adjusted Return 74.78% 50% F 88% B+
Market Capitalization 43.54B 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:
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.

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.