KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 56.63

Change

+0.01 (+0.02)%

Market Cap

N/A

Volume

1.12M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.14 (-0.31%)

USD 42.83B
VFH Vanguard Financials Index Fund..

-0.18 (-0.16%)

USD 9.85B
FNCL Fidelity® MSCI Financials Ind..

-0.13 (-0.20%)

USD 1.73B
BIZD VanEck BDC Income ETF

+0.07 (+0.43%)

USD 1.17B
FXO First Trust Financials AlphaDE..

+0.06 (+0.12%)

USD 0.89B
VPC Virtus Private Credit ETF

+0.04 (+0.18%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.08 (+0.40%)

USD 0.03B
IXG iShares Global Financials ETF

-0.14 (-0.15%)

N/A
IYF iShares U.S. Financials ETF

-0.16 (-0.15%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.46 (-0.36%)

N/A

ETFs Containing KIE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.23% 94% A 89% A-
Dividend Return 0.82% 29% F 20% F
Total Return 26.05% 94% A 88% B+
Trailing 12 Months  
Capital Gain 29.50% 29% F 82% B
Dividend Return 1.35% 12% F 20% F
Total Return 30.85% 24% F 80% B-
Trailing 5 Years  
Capital Gain 60.83% 76% C+ 76% C+
Dividend Return 7.31% 6% D- 23% F
Total Return 68.14% 71% C- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 12.49% 53% F 74% C
Dividend Return 13.85% 41% F 72% C
Total Return 1.36% 12% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 18.79% 100% F 55% F
Risk Adjusted Return 73.67% 94% A 87% B+
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.

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:
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.