KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 55.67

Change

-0.15 (-0.27)%

Market Cap

N/A

Volume

0.77M

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: 2024-11-04 )

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 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 -58.96% 12% F 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -58.96% 12% F 8% B-
Trailing 12 Months  
Capital Gain -57.16% 6% D- 7% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -57.16% 6% D- 8% B-
Trailing 5 Years  
Capital Gain -46.95% 12% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -46.95% 12% F 17% F
Average Annual (5 Year Horizon)  
Capital Gain 12.41% 47% F 72% C
Dividend Return 13.74% 29% F 70% C-
Total Return 1.33% 12% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 20.52% 94% A 52% F
Risk Adjusted Return 66.96% 76% C+ 82% 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.