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

ETF | Financial |

Last Closing

USD 56.85

Change

-0.84 (-1.46)%

Market Cap

N/A

Volume

0.01B

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.22 (-0.48%)

USD 42.83B
VFH Vanguard Financials Index Fund..

+0.16 (+0.14%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

+0.06 (+0.09%)

USD 1.78B
KBWB Invesco KBW Bank ETF

-0.72 (-1.22%)

USD 1.71B
BIZD VanEck BDC Income ETF

+0.04 (+0.24%)

USD 1.18B
FXO First Trust Financials AlphaDE..

+0.01 (+0.02%)

USD 0.89B
KBWP Invesco KBW Property & Casualt..

+0.57 (+0.49%)

USD 0.41B
KBWD Invesco KBW High Dividend Yiel..

-0.24 (-1.55%)

USD 0.40B
PFI Invesco DWA Financial Momentum..

+0.10 (+0.18%)

USD 0.06B
KBWR Invesco KBW Regional Banking E..

-0.65 (-1.13%)

USD 0.05B

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 8.43% 26% F 52% F
Dividend Return 2.20% 78% C+ 45% F
Total Return 10.63% 26% F 51% F
Trailing 12 Months  
Capital Gain 36.17% 70% C- 84% B
Dividend Return 3.79% 74% C 54% F
Total Return 39.96% 74% C 85% B
Trailing 5 Years  
Capital Gain 6.28% 30% F 48% F
Dividend Return 9.21% 39% F 32% F
Total Return 15.50% 17% F 42% 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.