SHM:NYE-SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF (USD)

ETF | Muni National Short |

Last Closing

USD 47.71

Change

+0.09 (+0.19)%

Market Cap

N/A

Volume

0.26M

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 Muni National Short

Symbol Name Price(Change) Market Cap
SUB iShares Short-Term National Mu..

+0.16 (+0.15%)

USD 8.68B
SMMU PIMCO Short Term Municipal Bon..

+0.08 (+0.16%)

USD 0.63B
FSMB First Trust Short Duration Man..

+0.02 (+0.10%)

USD 0.41B
FUMB First Trust Ultra Short Durati..

+0.01 (+0.02%)

USD 0.20B
PVI Invesco VRDO Tax-Free ETF

+0.01 (+0.04%)

N/A

ETFs Containing SHM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Muni National Short) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 99.67% 100% F 93% A
Dividend Return -19.72% 33% F 37% F
Total Return 79.94% 100% F 92% A
Trailing 12 Months  
Capital Gain 104.98% 100% F 92% A
Dividend Return -19.99% 33% F 40% F
Total Return 84.99% 100% F 91% A-
Trailing 5 Years  
Capital Gain 94.73% 100% F 84% B
Dividend Return -15.68% 33% F 46% F
Total Return 79.06% 100% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 1.88% 100% F 43% F
Dividend Return 2.76% 100% F 38% F
Total Return 0.88% 29% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 17.44% 14% F 59% D-
Risk Adjusted Return 15.82% 43% F 34% 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 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.