XRT:NYE-SPDR® S&P Retail ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 79.62

Change

+0.78 (+0.99)%

Market Cap

N/A

Volume

4.52M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-07 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

+2.69 (+1.28%)

USD 21.20B
VCR Vanguard Consumer Discretionar..

+4.07 (+1.15%)

USD 6.12B
FDIS Fidelity® MSCI Consumer Discr..

+1.07 (+1.16%)

USD 1.78B
FXD First Trust Consumer Discretio..

+0.68 (+1.06%)

USD 1.49B
IBUY Amplify Online Retail ETF

+0.90 (+1.39%)

USD 0.17B
ONLN ProShares Online Retail

+0.64 (+1.40%)

USD 0.09B
GBUY Goldman Sachs Future Consumer ..

+0.60 (+1.70%)

USD 0.06B
RXI iShares Global Consumer Discre..

+3.46 (+1.95%)

N/A
RCD Invesco S&P 500® Equal Weight..

N/A

N/A
IYC iShares US Consumer Discretion..

+1.20 (+1.31%)

N/A

ETFs Containing XRT

ACAA:CA 2.46 % 0.00 %

N/A

N/A
HAC.A:CA 0.00 % 3.14 %

N/A

N/A
LDRS 0.00 % 0.60 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -44.95% 23% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -44.95% 23% F 12% F
Trailing 12 Months  
Capital Gain -32.92% 23% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -32.92% 23% F 13% F
Trailing 5 Years  
Capital Gain -10.48% 31% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.48% 31% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain 22.11% 92% A 83% B
Dividend Return 23.28% 92% A 83% B
Total Return 1.17% 92% A 27% F
Risk Return Profile  
Volatility (Standard Deviation) 55.91% 23% F 16% F
Risk Adjusted Return 41.64% 46% F 59% D-
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 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.

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.

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.