ducovest

QWLD:NYE-SPDR® MSCI World StrategicFactors ETF (USD)

ETF | World Large Stock |

Last Closing

USD 126.491

Change

0.00 (0.00)%

Market Cap

USD 0.15B

Volume

3.80K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index captures large-and mid-cap representation across 23 developed countries and aims to represent the performance of value, low volatility, and quality factor strategies.

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: 2024-11-17 )

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Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.86% 55% F 67% D+
Dividend Return 0.88% 20% F 13% F
Total Return 15.74% 55% F 63% D
Trailing 12 Months  
Capital Gain 19.67% 55% F 63% D
Dividend Return 1.80% 25% F 25% F
Total Return 21.47% 42% F 59% D-
Trailing 5 Years  
Capital Gain 50.08% 45% F 70% C-
Dividend Return 11.16% 45% F 34% F
Total Return 61.25% 50% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.92% 50% F 68% D+
Dividend Return 12.61% 58% F 66% D+
Total Return 1.69% 50% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 14.86% 83% B 67% D+
Risk Adjusted Return 84.87% 100% F 92% A
Market Capitalization 0.15B 60% D- 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
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 total returns

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