XBI:NYE-SPDR® S&P Biotech ETF (USD)

ETF | Health |

Last Closing

USD 102.43

Change

+1.62 (+1.61)%

Market Cap

N/A

Volume

0.01B

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: 2024-09-19 )

Largest Industry Peers for Health

Symbol Name Price(Change) Market Cap
XLV Health Care Select Sector SPDR..

+0.56 (+0.36%)

USD 42.19B
FHLC Fidelity® MSCI Health Care In..

+0.29 (+0.39%)

USD 3.02B
FXH First Trust Health Care AlphaD..

+0.84 (+0.75%)

USD 1.29B
XHE SPDR® S&P Health Care Equipme..

+1.18 (+1.31%)

USD 0.22B
IDNA iShares Genomics Immunology an..

+0.23 (+0.94%)

USD 0.14B
SBIO ALPS Medical Breakthroughs ETF

+0.98 (+2.59%)

USD 0.11B
XHS SPDR® S&P Health Care Service..

-0.11 (-0.11%)

USD 0.08B
HTEC Robo Global® Healthcare Techn..

+0.35 (+1.18%)

USD 0.06B
BBP Virtus LifeSci Biotech Product..

+0.87 (+1.35%)

USD 0.02B
BBC Virtus LifeSci Biotech Clinica..

+0.77 (+2.70%)

USD 0.01B

ETFs Containing XBI

MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

+0.04 (+0%)

USD 0.04B
INAV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Health) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.72% 76% C+ 70% C-
Dividend Return 0.13% 20% F 2% F
Total Return 14.84% 67% D+ 64% D
Trailing 12 Months  
Capital Gain 38.98% 90% A- 86% B+
Dividend Return 0.17% 17% F 2% F
Total Return 39.16% 90% A- 84% B
Trailing 5 Years  
Capital Gain 23.84% 33% F 59% D-
Dividend Return 0.50% 28% F 1% F
Total Return 24.34% 29% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 2.44% 33% F 48% F
Dividend Return 2.53% 33% F 38% F
Total Return 0.08% 26% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 32.92% 19% F 30% F
Risk Adjusted Return 7.67% 24% F 30% 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.