ducovest

KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 59.4

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.03M

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: 2024-11-17 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
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VFH Vanguard Financials Index Fund..

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FNCL Fidelity® MSCI Financials Ind..

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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

N/A

 USD 0.02B
IXG iShares Global Financials ETF

N/A

 N/A
IYF iShares U.S. Financials ETF

N/A

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

N/A

 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 31.36% 53% F 87% B+
Dividend Return 1.19% 29% F 22% F
Total Return 32.55% 47% F 87% B+
Trailing 12 Months  
Capital Gain 34.79% 29% F 82% B
Dividend Return 1.72% 24% F 24% F
Total Return 36.51% 24% F 81% B-
Trailing 5 Years  
Capital Gain 68.80% 71% C- 77% C+
Dividend Return 10.11% 18% F 29% F
Total Return 78.91% 71% C- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.23% 41% F 70% C-
Dividend Return 13.55% 24% F 69% C-
Total Return 1.33% 12% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 21.22% 94% A 52% F
Risk Adjusted Return 63.89% 47% F 79% 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:
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.

Below median total returns

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