SHM:NYE-SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF (USD)

ETF | Muni National Short |

Last Closing

USD 48.12

Change

+0.01 (+0.02)%

Market Cap

N/A

Volume

0.26M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 Muni National Short

Symbol Name Price(Change) Market Cap
SUB iShares Short-Term National Mu..

+0.03 (+0.03%)

USD 8.60B
SMMU PIMCO Short Term Municipal Bon..

-0.05 (-0.10%)

USD 0.63B
FSMB First Trust Short Duration Man..

-0.08 (-0.40%)

USD 0.40B
FUMB First Trust Ultra Short Durati..

-0.06 (-0.27%)

USD 0.20B
PVI Invesco VRDO Tax-Free ETF

+0.03 (+0.12%)

N/A

ETFs Containing SHM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Muni National Short) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.69% 83% B 25% F
Dividend Return 1.25% 17% F 28% F
Total Return 1.94% 17% F 22% F
Trailing 12 Months  
Capital Gain 4.18% 100% F 25% F
Dividend Return 1.77% 33% F 28% F
Total Return 5.95% 100% F 23% F
Trailing 5 Years  
Capital Gain -1.76% 33% F 41% F
Dividend Return 5.25% 33% F 17% F
Total Return 3.49% 17% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -0.15% 67% D+ 35% F
Dividend Return 0.76% 50% F 29% F
Total Return 0.91% 17% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 9.73% 17% F 78% C+
Risk Adjusted Return 7.77% 17% 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.