ducovest

KRE:NYE-SPDR® S&P Regional Banking ETF (USD)

ETF | Financial |

Last Closing

USD 57.69

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.01B

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: 2024-09-22 )

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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

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IXG iShares Global Financials ETF

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 N/A
IYF iShares U.S. Financials ETF

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IAI iShares U.S. Broker-Dealers & ..

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ETFs Containing KRE

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 10.03% 24% F 58% F
Dividend Return 1.47% 71% C- 34% F
Total Return 11.50% 24% F 55% F
Trailing 12 Months  
Capital Gain 40.16% 82% B 86% B+
Dividend Return 2.92% 71% C- 43% F
Total Return 43.08% 82% B 87% B+
Trailing 5 Years  
Capital Gain 9.76% 29% F 50% F
Dividend Return 8.65% 35% F 29% F
Total Return 18.41% 12% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 8.60% 24% F 65% D
Dividend Return 10.50% 12% F 64% D
Total Return 1.89% 47% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 40.08% 12% F 23% F
Risk Adjusted Return 26.19% 18% F 45% 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.