SHE:NYE-SPDR® SSGA Gender Diversity Index ETF (USD)

ETF | Large Blend |

Last Closing

USD 113.58

Change

+0.77 (+0.68)%

Market Cap

N/A

Volume

3.82K

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: 2024-09-23 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+0.70 (+0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.04 (-0.06%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.37 (+0.33%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.19 (+0.39%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.07 (-0.10%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

+0.34 (+0.48%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

+0.16 (+0.28%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.11 (+0.20%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.32 (+0.27%)

USD 3.70B

ETFs Containing SHE

N/A

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 19.56% 65% D 80% B-
Dividend Return 0.92% 69% C- 21% F
Total Return 20.48% 66% D+ 77% C+
Trailing 12 Months  
Capital Gain 31.98% 73% C 80% B-
Dividend Return 1.02% 14% F 12% F
Total Return 32.99% 68% D+ 78% C+
Trailing 5 Years  
Capital Gain 54.66% 22% F 73% C
Dividend Return 6.24% 19% F 19% F
Total Return 60.90% 20% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.70% 23% F 70% C-
Dividend Return 11.81% 23% F 67% D+
Total Return 1.11% 24% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 22.37% 11% F 46% F
Risk Adjusted Return 52.80% 14% F 70% C-
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.