XBI:NYE-SPDR® S&P Biotech ETF (USD)

ETF | Health |

Last Closing

USD 99.19

Change

-2.42 (-2.38)%

Market Cap

N/A

Volume

10.00M

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 Health

Symbol Name Price(Change) Market Cap
XLV Health Care Select Sector SPDR..

-0.88 (-0.57%)

USD 42.10B
FHLC Fidelity® MSCI Health Care In..

-0.31 (-0.42%)

USD 3.01B
FXH First Trust Health Care AlphaD..

-0.26 (-0.23%)

USD 1.29B
XHE SPDR® S&P Health Care Equipme..

-0.36 (-0.40%)

USD 0.23B
IDNA iShares Genomics Immunology an..

-0.46 (-1.85%)

USD 0.14B
SBIO ALPS Medical Breakthroughs ETF

-0.94 (-2.41%)

USD 0.12B
XHS SPDR® S&P Health Care Service..

-0.13 (-0.13%)

USD 0.08B
HTEC Robo Global® Healthcare Techn..

-0.22 (-0.76%)

USD 0.06B
BBP Virtus LifeSci Biotech Product..

-1.75 (-2.72%)

USD 0.02B
BBC Virtus LifeSci Biotech Clinica..

-1.14 (-3.89%)

USD 0.01B

ETFs Containing XBI

MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

+0.01 (+0%)

USD 0.04B
INAV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Health) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.09% 57% F 61% D-
Dividend Return 0.15% 25% F 2% F
Total Return 11.23% 57% F 53% F
Trailing 12 Months  
Capital Gain 37.99% 90% A- 85% B
Dividend Return 0.20% 17% F 2% F
Total Return 38.19% 90% A- 84% B
Trailing 5 Years  
Capital Gain 25.11% 33% F 59% D-
Dividend Return 0.54% 28% F 2% F
Total Return 25.65% 33% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 2.43% 33% F 47% F
Dividend Return 2.51% 33% F 38% F
Total Return 0.08% 26% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 32.90% 19% F 30% F
Risk Adjusted Return 7.63% 24% F 30% 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.