SHM:NYE-SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF (USD)

ETF | Muni National Short |

Last Closing

USD 47.66

Change

-0.01 (-0.02)%

Market Cap

N/A

Volume

0.18M

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: 2024-11-13 )

Largest Industry Peers for Muni National Short

Symbol Name Price(Change) Market Cap
SUB iShares Short-Term National Mu..

+0.04 (+0.04%)

USD 8.68B
SMMU PIMCO Short Term Municipal Bon..

-0.06 (-0.12%)

USD 0.63B
FSMB First Trust Short Duration Man..

+0.03 (+0.15%)

USD 0.41B
FUMB First Trust Ultra Short Durati..

+0.01 (+0.02%)

USD 0.20B
PVI Invesco VRDO Tax-Free ETF

+0.05 (+0.20%)

N/A

ETFs Containing SHM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Muni National Short) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.27% 20% F 28% F
Dividend Return 1.64% 17% F 31% F
Total Return 1.36% 17% F 23% F
Trailing 12 Months  
Capital Gain 1.62% 83% B 23% F
Dividend Return 1.92% 17% F 27% F
Total Return 3.54% 67% D+ 20% F
Trailing 5 Years  
Capital Gain -2.68% 17% F 41% F
Dividend Return 6.53% 17% F 17% F
Total Return 3.85% 17% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain 2.37% 100% F 43% F
Dividend Return 3.15% 100% F 38% F
Total Return 0.78% 33% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 18.33% 17% F 59% D-
Risk Adjusted Return 17.19% 50% F 35% 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:
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.

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 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.