ducovest

INKM:NYE-SPDR® SSgA Income Allocation ETF (USD)

ETF | Allocation--30% to 50% Equity |

Last Closing

USD 32.24

Change

-0.06 (-0.19)%

Market Cap

USD 0.08B

Volume

6.40K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Adviser primarily invests the assets of the fund among ETPs that provide exposure to five primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment-grade and high yield debt securities; (iii) hybrid equity/debt securities; (iv) first lien senior secured floating rate bank loans, commonly referred to as Senior Loans; and (v) REITs, including equity REITs and mortgage REITs.

Company Website : http://www.spdrs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Allocation--30% to 50% Equity

Symbol Name Price(Change) Market Cap
AOM iShares Core Moderate Allocati..

-0.03 (-0.07%)

 USD 1.43B
AOK iShares Core Conservative Allo..

-0.02 (-0.05%)

 USD 0.61B
YLD Principal Active High Yield ET..

+0.01 (+0.03%)

 USD 0.25B

ETFs Containing INKM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Allocation--30% to 50% Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.87% 50% F 42% F
Dividend Return 3.25% 75% C 53% F
Total Return 7.12% 50% F 40% F
Trailing 12 Months  
Capital Gain 9.77% 75% C 44% F
Dividend Return 4.83% 75% C 60% D-
Total Return 14.60% 75% C 45% F
Trailing 5 Years  
Capital Gain -5.34% 25% F 38% F
Dividend Return 20.66% 75% C 65% D
Total Return 15.32% 25% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 0.26% 50% F 34% F
Dividend Return 3.68% 75% C 40% F
Total Return 3.42% 75% C 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 11.37% 50% F 76% C+
Risk Adjusted Return 32.39% 75% C 49% F
Market Capitalization 0.08B 25% F 24% F

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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:
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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.