SPYV:NYE-SPDR® Portfolio S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 53.85

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.08M

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: 2024-10-19 )

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -56.69% 8% B- 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -56.69% 8% B- 11% F
Trailing 12 Months  
Capital Gain -50.00% 8% B- 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -50.00% 8% B- 11% F
Trailing 5 Years  
Capital Gain -37.87% 8% B- 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -37.87% 8% B- 23% F
Average Annual (5 Year Horizon)  
Capital Gain 11.11% 58% F 70% C-
Dividend Return 12.62% 40% F 68% D+
Total Return 1.51% 17% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 17.42% 40% F 59% D-
Risk Adjusted Return 72.43% 37% F 85% 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:

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.