XRT:NYE-SPDR® S&P Retail ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 75.42

Change

-0.28 (-0.37)%

Market Cap

N/A

Volume

3.66M

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 )

Largest Industry Peers for Consumer Cyclical

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

-0.28 (-0.14%)

USD 20.37B
VCR Vanguard Consumer Discretionar..

-0.45 (-0.13%)

USD 5.84B
FDIS Fidelity® MSCI Consumer Discr..

-0.13 (-0.15%)

USD 1.78B
FXD First Trust Consumer Discretio..

-0.01 (-0.02%)

USD 1.50B
IBUY Amplify Online Retail ETF

-0.30 (-0.49%)

USD 0.17B
ONLN ProShares Online Retail

-0.15 (-0.34%)

USD 0.09B
GBUY Goldman Sachs Future Consumer ..

-0.27 (-0.78%)

USD 0.06B
RXI iShares Global Consumer Discre..

-0.82 (-0.47%)

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

N/A

N/A
IYC iShares US Consumer Discretion..

-0.16 (-0.18%)

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 -47.86% 23% F 10% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -47.86% 23% F 16% F
Trailing 12 Months  
Capital Gain -35.57% 23% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -35.57% 23% F 17% F
Trailing 5 Years  
Capital Gain -13.67% 31% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.67% 31% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 22.34% 92% A 83% B
Dividend Return 23.51% 92% A 83% B
Total Return 1.17% 92% A 27% F
Risk Return Profile  
Volatility (Standard Deviation) 55.78% 23% F 16% F
Risk Adjusted Return 42.14% 46% F 59% 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.