KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 59.17

Change

-0.06 (-0.10)%

Market Cap

N/A

Volume

1.08M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Financial

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

-0.13 (-0.26%)

USD 44.04B
VFH Vanguard Financials Index Fund..

-0.38 (-0.31%)

USD 11.30B
FNCL Fidelity® MSCI Financials Ind..

-0.21 (-0.30%)

USD 1.97B
BIZD VanEck BDC Income ETF

N/A

USD 1.23B
FXO First Trust Financials AlphaDE..

-0.11 (-0.19%)

USD 0.93B
VPC Virtus Private Credit ETF

-0.08 (-0.36%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.04 (-0.24%)

USD 0.02B
IXG iShares Global Financials ETF

+0.01 (+0.01%)

N/A
IYF iShares U.S. Financials ETF

-0.24 (-0.21%)

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

-0.70 (-0.47%)

N/A

ETFs Containing KIE

MSSS 10.08 % 0.00 %

N/A

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 30.85% 53% F 86% B+
Dividend Return 1.19% 29% F 22% F
Total Return 32.04% 41% F 85% B
Trailing 12 Months  
Capital Gain 34.88% 29% F 81% B-
Dividend Return 1.73% 24% F 24% F
Total Return 36.61% 24% F 80% B-
Trailing 5 Years  
Capital Gain 68.58% 71% C- 77% C+
Dividend Return 10.14% 18% F 30% F
Total Return 78.71% 71% C- 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.21% 41% F 71% C-
Dividend Return 13.53% 29% F 69% C-
Total Return 1.33% 12% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 21.00% 94% A 52% F
Risk Adjusted Return 64.44% 65% D 80% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.