KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 57.04

Change

+0.28 (+0.49)%

Market Cap

N/A

Volume

1.12M

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: 2024-10-30 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
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VFH Vanguard Financials Index Fund..

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FNCL Fidelity® MSCI Financials Ind..

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BIZD VanEck BDC Income ETF

-0.06 (-0.37%)

USD 1.23B
FXO First Trust Financials AlphaDE..

+0.38 (+0.71%)

USD 0.94B
VPC Virtus Private Credit ETF

+0.04 (+0.18%)

USD 0.05B
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 KIE

MSSS 10.08 % 0.00 %

N/A

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 -57.95% 12% F 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -57.95% 12% F 13% F
Trailing 12 Months  
Capital Gain -55.93% 6% D- 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -55.93% 6% D- 12% F
Trailing 5 Years  
Capital Gain -45.11% 12% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -45.11% 12% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain 12.55% 53% F 72% C
Dividend Return 13.89% 35% F 70% C-
Total Return 1.34% 12% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 20.14% 94% A 54% F
Risk Adjusted Return 68.99% 76% C+ 83% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
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.