ducovest

XTL:NYE-SPDR® S&P Telecom ETF (USD)

ETF | Communications |

Last Closing

USD 99.85

Change

+0.51 (+0.51)%

Market Cap

USD 0.10B

Volume

6.80K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

In seeking to track the performance of the S&P Telecom Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the telecommunications segment of the S&P Total Market Index (S&P TMI).

Company Website : http://www.spdrs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Communications

Symbol Name Price(Change) Market Cap
XLC Communication Services Select ..

+0.50 (+0.56%)

 USD 18.31B
VOX Vanguard Communication Service..

+0.50 (+0.35%)

 USD 4.12B
FCOM Fidelity® MSCI Communication ..

+0.28 (+0.52%)

 USD 1.22B
IXP iShares Global Comm Services E..

+0.98 (+1.06%)

 N/A

ETFs Containing XTL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Communications) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.84% 80% B- 86% B+
Dividend Return 0.67% 60% D- 13% F
Total Return 25.52% 80% B- 85% B
Trailing 12 Months  
Capital Gain 41.17% 100% F 86% B+
Dividend Return 0.87% 40% F 11% F
Total Return 42.04% 100% F 85% B
Trailing 5 Years  
Capital Gain 49.21% 20% F 69% C-
Dividend Return 4.22% 20% F 13% F
Total Return 53.43% 20% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 4.98% 20% F 56% F
Dividend Return 5.67% 20% F 50% F
Total Return 0.69% 40% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 23.12% 100% F 45% F
Risk Adjusted Return 24.53% 20% F 43% F
Market Capitalization 0.10B 25% F 27% F

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:
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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.