KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 53.81

Change

-0.40 (-0.74)%

Market Cap

N/A

Volume

1.92M

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: 2024-11-04 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.36 (-0.77%)

USD 44.27B
VFH Vanguard Financials Index Fund..

-0.61 (-0.54%)

USD 10.56B
FNCL Fidelity® MSCI Financials Ind..

-0.40 (-0.61%)

USD 1.82B
BIZD VanEck BDC Income ETF

-0.18 (-1.12%)

USD 1.23B
FXO First Trust Financials AlphaDE..

-0.46 (-0.88%)

USD 0.94B
VPC Virtus Private Credit ETF

-0.14 (-0.64%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.26 (-1.42%)

USD 0.02B
IXG iShares Global Financials ETF

-0.27 (-0.28%)

N/A
IYF iShares U.S. Financials ETF

-0.76 (-0.71%)

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

-0.09 (-0.07%)

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 16.93% 53% F 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.93% 53% F 75% C
Trailing 12 Months  
Capital Gain 41.94% 82% B 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 41.94% 82% B 84% B
Trailing 5 Years  
Capital Gain 16.93% 53% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.93% 53% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 12.15% 41% F 71% C-
Dividend Return 14.09% 35% F 71% C-
Total Return 1.94% 53% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 35.12% 24% F 28% F
Risk Adjusted Return 40.13% 24% F 58% 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.