ducovest

KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 56.46

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.86M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
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VFH Vanguard Financials Index Fund..

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FNCL Fidelity® MSCI Financials Ind..

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BIZD VanEck BDC Income ETF

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FXO First Trust Financials AlphaDE..

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VPC Virtus Private Credit ETF

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BDCZ UBS AG London Branch ELKS 4

N/A

 USD 0.03B
IXG iShares Global Financials ETF

N/A

 N/A
IYF iShares U.S. Financials ETF

N/A

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

N/A

 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 24.86% 94% A 87% B+
Dividend Return 0.82% 29% F 19% F
Total Return 25.68% 94% A 86% B+
Trailing 12 Months  
Capital Gain 30.21% 24% F 78% C+
Dividend Return 1.36% 6% D- 19% F
Total Return 31.57% 24% F 76% C+
Trailing 5 Years  
Capital Gain 60.44% 71% C- 75% C
Dividend Return 6.88% 6% D- 21% F
Total Return 67.33% 53% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.72% 53% F 74% C
Dividend Return 14.08% 41% F 72% C
Total Return 1.36% 12% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 18.71% 100% F 55% F
Risk Adjusted Return 75.22% 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.