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

ETF | Large Value |

Last Closing

USD 53.52

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.22M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

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USD 0.10B

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.78% 22% F 66% D+
Dividend Return 1.76% 46% F 33% F
Total Return 16.53% 20% F 64% D
Trailing 12 Months  
Capital Gain 22.70% 15% F 67% D+
Dividend Return 2.41% 39% F 34% F
Total Return 25.11% 19% F 65% D
Trailing 5 Years  
Capital Gain 57.92% 71% C- 74% C
Dividend Return 13.02% 36% F 40% F
Total Return 70.94% 75% C 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.49% 35% F 66% D+
Dividend Return 11.96% 23% F 65% D
Total Return 1.48% 19% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 19.05% 35% F 57% F
Risk Adjusted Return 62.80% 13% F 78% C+
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.

Below median total returns

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

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.