SPLG:NYE-SPDR® Portfolio S&P 500 ETF (USD)

ETF | Large Blend |

Last Closing

USD 68.89

Change

0.00 (0.00)%

Market Cap

USD 48.51B

Volume

6.51M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the large-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Large Blend

ETFs Containing SPLG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.24% 67% D+ 80% B-
Dividend Return 1.15% 69% C- 21% F
Total Return 24.38% 71% C- 79% B-
Trailing 12 Months  
Capital Gain 29.96% 60% D- 77% C+
Dividend Return 1.63% 65% D 22% F
Total Return 31.58% 61% D- 76% C+
Trailing 5 Years  
Capital Gain 88.07% 78% C+ 83% B
Dividend Return 10.29% 71% C- 30% F
Total Return 98.36% 76% C+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 11.62% 33% F 69% C-
Dividend Return 12.95% 35% F 67% D+
Total Return 1.33% 67% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 23.66% 17% F 47% F
Risk Adjusted Return 54.73% 19% F 71% C-
Market Capitalization 48.51B 96% N/A 96% 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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.