ducovest

KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 59.96

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.22M

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)

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Relative Returns (From:    To: 2024-11-16 )

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BIZD VanEck BDC Income ETF

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FXO First Trust Financials AlphaDE..

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VPC Virtus Private Credit ETF

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BDCZ UBS AG London Branch ELKS 4

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IXG iShares Global Financials ETF

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 N/A
IYF iShares U.S. Financials ETF

N/A

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

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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 30.29% 41% F 86% B+
Dividend Return 2.10% 71% C- 38% F
Total Return 32.39% 41% F 87% B+
Trailing 12 Months  
Capital Gain 50.13% 88% B+ 89% A-
Dividend Return 3.28% 71% C- 45% F
Total Return 53.41% 82% B 89% A-
Trailing 5 Years  
Capital Gain 31.03% 35% F 63% D
Dividend Return 13.39% 59% D- 42% F
Total Return 44.42% 29% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 12.87% 47% F 72% C
Dividend Return 14.80% 35% F 71% C-
Total Return 1.93% 53% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 35.19% 24% F 29% F
Risk Adjusted Return 42.06% 24% F 59% D-
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.