ducovest

XTL:NYE-SPDR® S&P Telecom ETF (USD)

ETF | Communications |

Last Closing

USD 104.53

Change

-1.92 (-1.80)%

Market Cap

USD 0.14B

Volume

6.60K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

In seeking to track the performance of the S&P Telecom Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the telecommunications segment of the S&P Total Market Index (S&P TMI).

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: 2024-11-15 )

Largest Industry Peers for Communications

Symbol Name Price(Change) Market Cap
XLC Communication Services Select ..

-1.94 (-2.00%)

 USD 19.38B
VOX Vanguard Communication Service..

-3.08 (-2.00%)

 USD 4.32B
FCOM Fidelity® MSCI Communication ..

-1.17 (-2.01%)

 USD 1.31B
IXP iShares Global Comm Services E..

-1.28 (-1.33%)

 N/A

ETFs Containing XTL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Communications) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 30.70% 80% B- 87% B+
Dividend Return 0.67% 40% F 10% F
Total Return 31.37% 80% B- 86% B+
Trailing 12 Months  
Capital Gain 49.93% 100% F 89% A-
Dividend Return 0.88% 20% F 10% F
Total Return 50.81% 100% F 88% B+
Trailing 5 Years  
Capital Gain 51.21% 20% F 71% C-
Dividend Return 5.71% 40% F 15% F
Total Return 56.92% 20% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.43% 20% F 57% F
Dividend Return 7.11% 20% F 52% F
Total Return 0.68% 40% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 24.46% 100% F 45% F
Risk Adjusted Return 29.07% 20% F 45% F
Market Capitalization 0.14B 25% F 32% 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:
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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.