KCE:NYE-SPDR® S&P Capital Markets ETF (USD)

ETF | Financial |

Last Closing

USD 132.87

Change

+1.96 (+1.50)%

Market Cap

N/A

Volume

0.02M

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: 2024-11-05 )

Largest Industry Peers for Financial

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

+0.43 (+0.93%)

USD 44.27B
VFH Vanguard Financials Index Fund..

+1.28 (+1.14%)

USD 10.56B
FNCL Fidelity® MSCI Financials Ind..

+0.76 (+1.16%)

USD 1.82B
BIZD VanEck BDC Income ETF

+0.10 (+0.63%)

USD 1.23B
FXO First Trust Financials AlphaDE..

+0.66 (+1.27%)

USD 0.93B
VPC Virtus Private Credit ETF

N/A

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.11 (+0.59%)

USD 0.02B
IXG iShares Global Financials ETF

+1.22 (+1.28%)

N/A
IYF iShares U.S. Financials ETF

+1.32 (+1.25%)

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

+2.07 (+1.56%)

N/A

ETFs Containing KCE

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 30.30% 100% F 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.30% 100% F 85% B
Trailing 12 Months  
Capital Gain 54.63% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 54.63% 100% F 87% B+
Trailing 5 Years  
Capital Gain 130.92% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 130.92% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 21.35% 94% A 83% B
Dividend Return 22.89% 94% A 82% B
Total Return 1.54% 29% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 30.93% 35% F 33% F
Risk Adjusted Return 74.00% 94% A 86% 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.

What to not like:
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.