KRE:NYE-SPDR® S&P Regional Banking ETF (USD)

ETF | Financial |

Last Closing

USD 57.89

Change

-1.75 (-2.93)%

Market Cap

N/A

Volume

0.02B

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: 2024-10-21 )

Largest Industry Peers for Financial

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

-0.38 (-0.80%)

USD 45.58B
VFH Vanguard Financials Index Fund..

-1.23 (-1.06%)

USD 10.24B
FNCL Fidelity® MSCI Financials Ind..

-0.75 (-1.11%)

USD 1.87B
BIZD VanEck BDC Income ETF

+0.09 (+0.54%)

USD 1.22B
FXO First Trust Financials AlphaDE..

-0.77 (-1.42%)

USD 0.96B
KBWD Invesco KBW High Dividend Yiel..

-0.35 (-2.28%)

USD 0.39B
VPC Virtus Private Credit ETF

-0.03 (-0.14%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.07 (+0.39%)

USD 0.02B
IXG iShares Global Financials ETF

-1.07 (-1.10%)

N/A
IYF iShares U.S. Financials ETF

-1.02 (-0.93%)

N/A

ETFs Containing KRE

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 10.41% 44% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.41% 44% F 62% D
Trailing 12 Months  
Capital Gain 48.63% 61% D- 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 48.63% 61% D- 84% B
Trailing 5 Years  
Capital Gain 6.63% 50% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.63% 50% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 9.88% 24% F 67% D+
Dividend Return 11.78% 12% F 66% D+
Total Return 1.90% 47% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 39.92% 12% F 24% F
Risk Adjusted Return 29.51% 18% F 47% 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.