SPY:NYE-SPDR S&P 500 ETF Trust (USD)

ETF | Large Blend |

Last Closing

USD 568.25

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.08B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 SPY

SP5Y:LSE Leverage Shares 5x Long U.. 500.44 % 0.00 %

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USD 3.23M
ENAV 65.82 % 0.00 %

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RHTX Starboard Investment Trus.. 51.42 % 0.00 %

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USD 9.56M
RHRX Starboard Investment Trus.. 30.39 % 0.00 %

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USD 0.02B
GPMD:CA GuardPath Managed Decumul.. 25.76 % 0.00 %

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DCAP Unity Wealth Partners Dyn.. 24.77 % 0.00 %

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USD 3.56M
GAL SPDR® SSgA Global Alloca.. 22.17 % 0.09 %

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USD 0.24B
AMAX Starboard Investment Trus.. 20.57 % 0.00 %

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USD 0.02B
INAV 20.17 % 0.00 %

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HTUS Capitol Series Trust 20.16 % 0.91 %

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USD 0.08B
AESR 15.32 % 0.00 %

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SNAV 14.65 % 0.00 %

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DIP 5.76 % 0.00 %

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TBFG ETF Series Solutions 3.71 % 0.00 %

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USD 0.28B
PUTW WisdomTree CBOE S&P 500 P.. 0.00 % 0.38 %

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USD 0.13B
LDRS 0.00 % 0.60 %

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TBND 0.00 % 0.00 %

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SPXH 0.00 % 0.65 %

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TRSK 0.00 % 0.65 %

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VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

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PFMN:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

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PFMS:CA 0.00 % 0.00 %

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DWAW AdvisorShares Dorsey Wrig.. 0.00 % 0.00 %

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USD 0.08B
DWUS AdvisorShares Dorsey Wrig.. 0.00 % 0.00 %

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USD 0.11B
FATT 0.00 % 0.00 %

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CUEH:CA CIBC U.S. Equity Index ET.. 0.00 % 0.00 %

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SPYS:LSE Leverage Shares -3x Short.. -499.75 % 0.00 %

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USD 0.76M

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 19.55% 68% D+ 80% B-
Dividend Return 1.07% 86% B+ 25% F
Total Return 20.63% 75% C 78% C+
Trailing 12 Months  
Capital Gain 32.02% 74% C 80% B-
Dividend Return 1.18% 33% F 16% F
Total Return 33.21% 67% D+ 79% B-
Trailing 5 Years  
Capital Gain 90.55% 74% C 84% B
Dividend Return 9.24% 80% B- 32% F
Total Return 99.79% 75% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 14.23% 72% C 77% C+
Dividend Return 15.65% 74% C 76% C+
Total Return 1.42% 72% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 17.90% 66% D+ 57% F
Risk Adjusted Return 87.40% 84% B 94% A
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.

What to not like:

There is nothing we particularly dislike