SPLG:NYE-SPDR® Portfolio S&P 500 ETF (USD)

ETF | Large Blend |

Last Closing

USD 67.04

Change

0.00 (0.00)%

Market Cap

USD 45.42B

Volume

4.96M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the large-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Large Blend

ETFs Containing SPLG

BAMA 21.37 % 0.00 %

N/A

N/A
PRAE Northern Lights Fund Trus.. 3.27 % 0.00 %

N/A

USD 5.80M

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.93% 75% C 81% B-
Dividend Return 0.76% 66% D+ 17% F
Total Return 20.69% 78% C+ 78% C+
Trailing 12 Months  
Capital Gain 32.49% 81% B- 81% B-
Dividend Return 1.28% 47% F 18% F
Total Return 33.77% 81% B- 79% B-
Trailing 5 Years  
Capital Gain 91.38% 76% C+ 84% B
Dividend Return 8.00% 55% F 26% F
Total Return 99.38% 74% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.51% 58% F 75% C
Dividend Return 14.85% 58% F 74% C
Total Return 1.35% 62% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 19.71% 38% F 52% F
Risk Adjusted Return 75.36% 49% F 88% B+
Market Capitalization 45.42B 98% N/A 95% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.