KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 55.47

Change

+0.46 (+0.84)%

Market Cap

N/A

Volume

1.33M

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: 2024-10-30 )

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BIZD VanEck BDC Income ETF

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FXO First Trust Financials AlphaDE..

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VPC Virtus Private Credit ETF

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BDCZ UBS AG London Branch ELKS 4

-0.04 (-0.19%)

USD 0.02B
IXG iShares Global Financials ETF

+0.10 (+0.10%)

N/A
IYF iShares U.S. Financials ETF

+0.21 (+0.19%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.99 (-0.73%)

N/A

ETFs Containing KBE

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 20.53% 53% F 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.53% 53% F 78% C+
Trailing 12 Months  
Capital Gain 56.30% 88% B+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 56.30% 88% B+ 86% B+
Trailing 5 Years  
Capital Gain 23.40% 53% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.40% 53% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 11.81% 35% F 70% C-
Dividend Return 13.75% 29% F 70% C-
Total Return 1.95% 53% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 35.12% 24% F 29% F
Risk Adjusted Return 39.16% 24% F 56% 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.

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.