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

ETF | Financial |

Last Closing

USD 140.69

Change

-1.96 (-1.37)%

Market Cap

N/A

Volume

0.06M

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: 2024-11-07 )

Largest Industry Peers for Financial

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

-0.80 (-1.61%)

USD 44.04B
VFH Vanguard Financials Index Fund..

-2.09 (-1.72%)

USD 10.56B
FNCL Fidelity® MSCI Financials Ind..

-1.15 (-1.63%)

USD 1.82B
BIZD VanEck BDC Income ETF

+0.01 (+0.06%)

USD 1.23B
FXO First Trust Financials AlphaDE..

-1.05 (-1.85%)

USD 0.93B
VPC Virtus Private Credit ETF

+0.19 (+0.86%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.04 (+0.19%)

USD 0.02B
IXG iShares Global Financials ETF

-0.44 (-0.44%)

N/A
IYF iShares U.S. Financials ETF

-2.00 (-1.75%)

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

-1.29 (-0.89%)

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 37.97% 100% F 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.97% 100% F 86% B+
Trailing 12 Months  
Capital Gain 64.88% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 64.88% 100% F 87% B+
Trailing 5 Years  
Capital Gain 144.76% 100% F 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 144.76% 100% F 88% 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.