KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 60.76

Change

-0.54 (-0.88)%

Market Cap

N/A

Volume

1.63M

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: 2024-12-03 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.38 (-0.75%)

USD 52.89B
VFH Vanguard Financials Index Fund..

-0.79 (-0.63%)

USD 12.03B
FNCL Fidelity® MSCI Financials Ind..

-0.44 (-0.61%)

USD 2.12B
BIZD VanEck BDC Income ETF

N/A

USD 1.31B
FXO First Trust Financials AlphaDE..

-0.32 (-0.55%)

USD 1.08B
VPC Virtus Private Credit ETF

+0.04 (+0.18%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.02 (-0.11%)

USD 0.02B
IXG iShares Global Financials ETF

-0.50 (-0.49%)

N/A
IYF iShares U.S. Financials ETF

-0.72 (-0.61%)

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

-0.16 (-0.11%)

N/A

ETFs Containing KBE

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 32.03% 41% F 84% B
Dividend Return 2.10% 71% C- 36% F
Total Return 34.13% 35% F 84% B
Trailing 12 Months  
Capital Gain 44.74% 88% B+ 87% B+
Dividend Return 3.12% 65% D 43% F
Total Return 47.86% 88% B+ 87% B+
Trailing 5 Years  
Capital Gain 31.94% 35% F 62% D
Dividend Return 13.30% 59% D- 41% F
Total Return 45.25% 29% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 13.52% 53% F 73% C
Dividend Return 15.46% 35% F 73% C
Total Return 1.94% 53% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 35.32% 24% F 29% F
Risk Adjusted Return 43.78% 24% F 60% D-
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.

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.