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

ETF | Large Value |

Last Closing

USD 52.59

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.18M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

ETFs Containing SPYV

RHRX Starboard Investment Trus.. 20.60 % 0.00 %

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BAMA 20.56 % 0.00 %

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SQEW Two Roads Shared Trust - .. 0.00 % 0.00 %

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USD 0.10B

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.78% 28% F 66% D+
Dividend Return 1.17% 44% F 27% F
Total Return 13.95% 26% F 63% D
Trailing 12 Months  
Capital Gain 26.02% 73% C 73% C
Dividend Return 1.86% 34% F 30% F
Total Return 27.88% 71% C- 71% C-
Trailing 5 Years  
Capital Gain 64.09% 78% C+ 77% C+
Dividend Return 8.95% 15% F 31% F
Total Return 73.04% 75% C 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.34% 65% D 71% C-
Dividend Return 12.87% 56% F 69% C-
Total Return 1.53% 18% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 16.20% 52% F 61% D-
Risk Adjusted Return 79.42% 50% F 90% 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:

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.