SPYV:NYE-SPDR® Portfolio S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 52.24

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.45M

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: 2024-11-03 )

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USD 0.10B

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -57.99% 16% F 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -57.99% 16% F 8% B-
Trailing 12 Months  
Capital Gain -53.57% 15% F 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -53.57% 15% F 8% B-
Trailing 5 Years  
Capital Gain -41.59% 15% F 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -41.59% 15% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain 10.73% 37% F 68% D+
Dividend Return 12.22% 25% F 67% D+
Total Return 1.49% 19% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 18.33% 37% F 58% F
Risk Adjusted Return 66.67% 27% F 81% 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:

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.