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

ETF | Large Blend |

Last Closing

USD 48.78

Change

0.00 (0.00)%

Market Cap

USD 0.57B

Volume

0.06M

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: 2024-09-08 )

Largest Industry Peers for Large Blend

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 6.60% 11% F 59% D-
Dividend Return 0.40% 9% A- 8% B-
Total Return 7.01% 11% F 52% F
Trailing 12 Months  
Capital Gain 13.18% 11% F 60% D-
Dividend Return 0.99% 14% F 12% F
Total Return 14.17% 10% F 53% F
Trailing 5 Years  
Capital Gain 56.48% 32% F 76% C+
Dividend Return 6.73% 24% F 21% F
Total Return 63.21% 32% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.79% 31% F 70% C-
Dividend Return 11.95% 25% F 68% D+
Total Return 1.17% 32% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 16.58% 79% B- 61% D-
Risk Adjusted Return 72.10% 36% F 86% B+
Market Capitalization 0.57B 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.