KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 52.3

Change

+0.46 (+0.89)%

Market Cap

N/A

Volume

2.10M

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: 2024-09-26 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
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FNCL Fidelity® MSCI Financials Ind..

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BIZD VanEck BDC Income ETF

+0.11 (+0.67%)

USD 1.18B
FXO First Trust Financials AlphaDE..

-0.01 (-0.02%)

USD 0.92B
FTXO First Trust Nasdaq Bank ETF

+0.25 (+0.88%)

USD 0.11B
QABA First Trust NASDAQ® ABA Commu..

-0.01 (-0.02%)

USD 0.11B
VPC Virtus Private Credit ETF

+0.22 (+1.00%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.16 (+0.82%)

USD 0.03B
IXG iShares Global Financials ETF

+1.45 (+1.55%)

N/A

ETFs Containing KBE

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 13.65% 37% F 66% D+
Dividend Return 2.10% 74% C 44% F
Total Return 15.75% 37% F 65% D
Trailing 12 Months  
Capital Gain 42.86% 95% A 88% B+
Dividend Return 3.58% 68% D+ 51% F
Total Return 46.43% 100% F 88% B+
Trailing 5 Years  
Capital Gain 20.73% 42% F 55% F
Dividend Return 10.27% 47% F 37% F
Total Return 31.00% 37% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 10.01% 29% F 68% D+
Dividend Return 11.98% 18% F 67% D+
Total Return 1.97% 53% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 35.17% 24% F 28% F
Risk Adjusted Return 34.08% 24% F 52% 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.

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.