KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 60.4

Change

-0.45 (-0.74)%

Market Cap

N/A

Volume

1.53M

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: 2024-11-13 )

Largest Industry Peers for Financial

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

+0.03 (+0.06%)

USD 44.04B
VFH Vanguard Financials Index Fund..

-0.28 (-0.23%)

USD 11.30B
FNCL Fidelity® MSCI Financials Ind..

-0.11 (-0.15%)

USD 1.97B
BIZD VanEck BDC Income ETF

+0.07 (+0.43%)

USD 1.23B
FXO First Trust Financials AlphaDE..

-0.19 (-0.34%)

USD 0.93B
VPC Virtus Private Credit ETF

+0.13 (+0.59%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.09 (+0.50%)

USD 0.02B
IXG iShares Global Financials ETF

-0.26 (-0.26%)

N/A
IYF iShares U.S. Financials ETF

-0.02 (-0.02%)

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

-0.92 (-0.62%)

N/A

ETFs Containing KBE

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 31.25% 53% F 85% B
Dividend Return 2.10% 71% C- 38% F
Total Return 33.35% 47% F 86% B+
Trailing 12 Months  
Capital Gain 51.68% 88% B+ 89% A-
Dividend Return 3.29% 71% C- 44% F
Total Return 54.97% 82% B 89% A-
Trailing 5 Years  
Capital Gain 31.48% 35% F 62% D
Dividend Return 13.33% 59% D- 42% F
Total Return 44.81% 29% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 12.52% 47% F 71% C-
Dividend Return 14.45% 35% F 71% C-
Total Return 1.93% 53% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 35.12% 24% F 29% F
Risk Adjusted Return 41.14% 24% F 58% F
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:

There is nothing we particularly like

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.

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.

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.