ducovest

XTL:NYE-SPDR® S&P Telecom ETF (USD)

ETF | Communications |

Last Closing

USD 96.85

Change

-0.36 (-0.37)%

Market Cap

USD 0.09B

Volume

3.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

In seeking to track the performance of the S&P Telecom Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the telecommunications segment of the S&P Total Market Index (S&P TMI).

Company Website : http://www.spdrs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Communications

Symbol Name Price(Change) Market Cap
XLC Communication Services Select ..

-0.07 (-0.08%)

 USD 17.91B
VOX Vanguard Communication Service..

-0.06 (-0.04%)

 USD 3.97B
FCOM Fidelity® MSCI Communication ..

+0.05 (+0.09%)

 USD 1.16B
IXP iShares Global Comm Services E..

-0.07 (-0.08%)

 N/A

ETFs Containing XTL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Communications) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.09% 100% F 85% B
Dividend Return 0.45% 40% F 8% B-
Total Return 21.54% 80% B- 82% B
Trailing 12 Months  
Capital Gain 32.51% 100% F 85% B
Dividend Return 0.59% 40% F 6% D-
Total Return 33.10% 100% F 83% B
Trailing 5 Years  
Capital Gain 41.39% 20% F 68% D+
Dividend Return 4.06% 20% F 11% F
Total Return 45.45% 20% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 4.82% 20% F 56% F
Dividend Return 5.51% 20% F 50% F
Total Return 0.69% 40% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 23.03% 100% F 45% F
Risk Adjusted Return 23.92% 20% F 43% F
Market Capitalization 0.09B 25% F 26% 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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.