KRE:NYE-SPDR® S&P Regional Banking ETF (USD)

ETF | Financial |

Last Closing

USD 57.26

Change

+0.25 (+0.44)%

Market Cap

N/A

Volume

0.02B

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 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 KRE

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 9.21% 24% F 58% F
Dividend Return 1.47% 71% C- 34% F
Total Return 10.68% 24% F 54% F
Trailing 12 Months  
Capital Gain 36.20% 76% C+ 87% B+
Dividend Return 2.86% 65% D 43% F
Total Return 39.06% 82% B 87% B+
Trailing 5 Years  
Capital Gain 7.43% 29% F 50% F
Dividend Return 8.53% 35% F 29% F
Total Return 15.96% 12% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 8.30% 24% F 65% D
Dividend Return 10.18% 12% F 63% D
Total Return 1.88% 47% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 40.13% 12% F 23% F
Risk Adjusted Return 25.37% 18% F 44% 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:

There is nothing we particularly like

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.

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.