ITE:NYE-SPDR Bloomberg Barclays Intermediate Term Treasury ETF (USD)

ETF | Intermediate Government |

Last Closing

USD 29.13

Change

-0.09 (-0.31)%

Market Cap

N/A

Volume

1.49M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-18 )

Largest Industry Peers for Intermediate Government

Symbol Name Price(Change) Market Cap
SCHR Schwab Intermediate-Term U.S. ..

-0.15 (-0.29%)

USD 10.19B
JMBS Janus Henderson Mortgage-Backe..

-0.18 (-0.38%)

USD 4.62B
MBSD FlexShares Disciplined Duratio..

-0.20 (-0.96%)

USD 0.09B

ETFs Containing ITE

FISR SPDR® SSGA Fixed Income .. 43.30 % 0.00 %

-0.08 (-0.29%)

USD 0.34B

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Government) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain -53.23% 25% F 3% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -53.23% 25% F 3% F
Trailing 5 Years  
Capital Gain -53.23% 25% F 9% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return -53.23% 25% F 8% B-
Average Annual (5 Year Horizon)  
Capital Gain -2.97% 100% F 24% F
Dividend Return -2.96% 25% F 13% F
Total Return 0.01% 25% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 12.32% 25% F 72% C
Risk Adjusted Return -24.05% 100% F 13% F
Market Capitalization N/A N/A N/A N/A N/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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.

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.