XBI:NYE-SPDR® S&P Biotech ETF (USD)

ETF | Health |

Last Closing

USD 98.19

Change

+0.44 (+0.45)%

Market Cap

N/A

Volume

6.76M

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 Health

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

+0.51 (+0.33%)

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

+0.25 (+0.35%)

USD 3.01B
FXH First Trust Health Care AlphaD..

+0.83 (+0.75%)

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

+0.22 (+0.25%)

USD 0.23B
IDNA iShares Genomics Immunology an..

+0.24 (+0.98%)

USD 0.14B
SBIO ALPS Medical Breakthroughs ETF

+0.12 (+0.31%)

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

+0.57 (+0.60%)

USD 0.08B
HTEC Robo Global® Healthcare Techn..

+0.52 (+1.80%)

USD 0.06B
BBP Virtus LifeSci Biotech Product..

+0.58 (+0.93%)

USD 0.02B
FTXH First Trust Nasdaq Pharmaceuti..

+0.04 (+0.13%)

USD 0.02B

ETFs Containing XBI

MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

-0.03 (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 9.97% 59% D- 54% F
Dividend Return 0.15% 18% F 2% F
Total Return 10.11% 59% D- 46% F
Trailing 12 Months  
Capital Gain 33.10% 91% A- 80% B-
Dividend Return 0.20% 16% F 2% F
Total Return 33.30% 91% A- 76% C+
Trailing 5 Years  
Capital Gain 28.44% 32% F 59% D-
Dividend Return 0.56% 26% F 2% F
Total Return 29.00% 32% 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.