KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 56.42

Change

+0.08 (+0.14)%

Market Cap

N/A

Volume

1.02M

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: 2024-09-26 )

Largest Industry Peers for Financial

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

+0.23 (+0.51%)

USD 42.90B
VFH Vanguard Financials Index Fund..

+0.57 (+0.52%)

USD 10.12B
FNCL Fidelity® MSCI Financials Ind..

+0.31 (+0.49%)

USD 1.78B
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 KIE

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 24.77% 95% A 86% B+
Dividend Return 1.19% 37% F 27% F
Total Return 25.96% 95% A 85% B
Trailing 12 Months  
Capital Gain 31.06% 21% F 77% C+
Dividend Return 1.76% 26% F 28% F
Total Return 32.82% 21% F 75% C
Trailing 5 Years  
Capital Gain 60.24% 74% C 74% C
Dividend Return 7.36% 5% F 24% F
Total Return 67.60% 63% D 72% C
Average Annual (5 Year Horizon)  
Capital Gain 12.72% 53% F 74% C
Dividend Return 14.08% 41% F 72% C
Total Return 1.36% 12% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 18.71% 100% F 55% F
Risk Adjusted Return 75.22% 94% A 87% B+
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.