WIP:NYE-SPDR® FTSE International Government Inflation-Protected Bond ETF (USD)

ETF | World Bond |

Last Closing

USD 37.26

Change

+0.08 (+0.22)%

Market Cap

N/A

Volume

0.07M

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: 2024-11-18 )

Largest Industry Peers for World Bond

Symbol Name Price(Change) Market Cap
PICB Invesco International Corporat..

+0.08 (+0.36%)

USD 0.13B
GRNB VanEck Green Bond ETF

+0.02 (+0.06%)

USD 0.11B
CRDT Simplify Exchange Traded Funds

+0.06 (+0.26%)

USD 0.08B
BWX SPDR® Bloomberg International..

+0.09 (+0.41%)

N/A
BWZ SPDR® Bloomberg Short Term In..

+0.10 (+0.38%)

N/A
IBND SPDR® Bloomberg International..

+0.12 (+0.41%)

N/A
RIGS RiverFront Strategic Income Fu..

+0.06 (+0.26%)

N/A

ETFs Containing WIP

GHMS 14.50 % 0.00 %

N/A

N/A
RLY SPDR® SSgA Multi-Asset R.. 5.80 % 0.22 %

+0.32 (+0%)

USD 0.51B

Market Performance

  Market Performance vs. Industry/Classification (World Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -11.16% 13% F 15% F
Dividend Return 4.50% 88% B+ 67% D+
Total Return -6.66% 13% F 16% F
Trailing 12 Months  
Capital Gain -7.08% 13% F 14% F
Dividend Return 5.68% 88% B+ 67% D+
Total Return -1.40% 13% F 16% F
Trailing 5 Years  
Capital Gain -31.20% 14% F 16% F
Dividend Return 23.99% 100% F 71% C-
Total Return -7.21% 71% C- 20% F
Average Annual (5 Year Horizon)  
Capital Gain -6.45% 25% F 10% F
Dividend Return -2.04% 50% F 14% F
Total Return 4.41% 100% F 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 10.65% 50% F 78% C+
Risk Adjusted Return -19.19% 38% F 12% F
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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.