XRT:NYE-SPDR® S&P Retail ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 77.08

Change

-1.04 (-1.33)%

Market Cap

N/A

Volume

3.15M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

-1.55 (-0.78%)

USD 19.92B
VCR Vanguard Consumer Discretionar..

-3.54 (-1.04%)

USD 5.83B
FDIS Fidelity® MSCI Consumer Discr..

-0.77 (-0.88%)

USD 1.78B
FXD First Trust Consumer Discretio..

-0.83 (-1.29%)

USD 1.54B
IBUY Amplify Online Retail ETF

-0.54 (-0.87%)

USD 0.16B
ONLN ProShares Online Retail

-0.50 (-1.09%)

USD 0.09B
GBUY Goldman Sachs Future Consumer ..

-0.07 (-0.19%)

USD 0.06B
RXI iShares Global Consumer Discre..

-1.61 (-0.93%)

N/A
RCD Invesco S&P 500® Equal Weight..

N/A

N/A
IYC iShares US Consumer Discretion..

-0.59 (-0.67%)

N/A

ETFs Containing XRT

ACAA:CA 2.46 % 0.00 %

N/A

N/A
HAC.A:CA 0.00 % 3.14 %

N/A

N/A
LDRS 0.00 % 0.60 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -46.71% 23% F 10% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -46.71% 23% F 15% F
Trailing 12 Months  
Capital Gain -34.10% 23% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -34.10% 23% F 16% F
Trailing 5 Years  
Capital Gain -12.37% 31% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.37% 31% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 22.61% 92% A 84% B
Dividend Return 23.78% 92% A 83% B
Total Return 1.17% 92% A 26% F
Risk Return Profile  
Volatility (Standard Deviation) 55.63% 23% F 16% F
Risk Adjusted Return 42.74% 46% F 60% D-
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.