ducovest

XRT:NYE-SPDR® S&P Retail ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 79.44

Change

-0.17 (-0.21)%

Market Cap

N/A

Volume

3.69M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Consumer Cyclical

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

-3.10 (-1.42%)

 USD 21.20B
VCR Vanguard Consumer Discretionar..

-5.50 (-1.49%)

 USD 6.12B
FDIS Fidelity® MSCI Consumer Discr..

-1.34 (-1.40%)

 USD 1.92B
FXD First Trust Consumer Discretio..

+0.09 (+0.14%)

 USD 1.49B
IBUY Amplify Online Retail ETF

-1.20 (-1.82%)

 USD 0.17B
ONLN ProShares Online Retail

-0.59 (-1.29%)

 USD 0.10B
GBUY Goldman Sachs Future Consumer ..

-0.10 (-0.27%)

 USD 0.07B
RXI iShares Global Consumer Discre..

-1.70 (-0.94%)

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

N/A

 N/A
IYC iShares US Consumer Discretion..

-0.56 (-0.59%)

 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 9.85% 8% B- 56% F
Dividend Return 0.90% 100% F 14% F
Total Return 10.74% 8% B- 50% F
Trailing 12 Months  
Capital Gain 29.09% 31% F 74% C
Dividend Return 1.58% 100% F 21% F
Total Return 30.67% 38% F 72% C
Trailing 5 Years  
Capital Gain 77.08% 69% C- 79% B-
Dividend Return 11.64% 100% F 36% F
Total Return 88.72% 77% C+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 21.84% 92% A 83% B
Dividend Return 23.01% 92% A 82% B
Total Return 1.16% 92% A 28% F
Risk Return Profile  
Volatility (Standard Deviation) 56.06% 23% F 16% F
Risk Adjusted Return 41.04% 46% 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:
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:
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.