ducovest

SPY5:PA:PA-SPDR® S&P 500 UCITS ETF EUR (EUR)

ETF | Others |

Last Closing

USD 527.9

Change

+2.00 (+0.38)%

Market Cap

USD 12.35B

Volume

31.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: EUR

Country : France

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-05 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
JPX4:PA Amundi Index Solutions - Amund..

N/A

 USD 61.38B
WRD:PA HSBC MSCI World UCITS ETF

N/A

 USD 11.05B
SP5C:PA Lyxor S&P 500 UCITS ETF - C-EU..

N/A

 USD 9.62B
MEUD:PA Amundi Stoxx Europe 600 UCITS ..

N/A

 USD 8.55B
EQQQ:PA Invesco EQQQ NASDAQ-100 UCITS ..

N/A

 USD 8.53B
HHH:PA HSBC S&P 500 UCITS ETF

N/A

 USD 7.68B
WLD:PA Lyxor UCITS MSCI World D-EUR

N/A

 USD 7.63B
LCWD:PA Multi Units Luxembourg - Lyxor..

N/A

 USD 6.83B
S500:PA Amundi S&P 500 ESG UCITS ETF A..

N/A

 USD 5.48B
R2US:PA SSgA SPDR ETFs Europe II Publi..

N/A

 USD 5.17B

ETFs Containing SPY5:PA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.80% 88% B+ 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.80% 88% B+ 85% B
Trailing 12 Months  
Capital Gain 28.79% 80% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.79% 80% B- 80% B-
Trailing 5 Years  
Capital Gain 88.07% 91% A- 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 88.07% 91% A- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.25% 80% B- 77% C+
Dividend Return N/A 41% F 98% N/A
Total Return N/A 86% B+ 15% F
Risk Return Profile  
Volatility (Standard Deviation) N/A 99% N/A 100% F
Risk Adjusted Return N/A 99% N/A 94% A
Market Capitalization 12.35B 100% F 96% N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.