KRE:NYE-SPDR® S&P Regional Banking ETF (USD)

ETF | Financial |

Last Closing

USD 61.04

Change

+0.44 (+0.73)%

Market Cap

N/A

Volume

5.30M

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: 2024-12-24 )

Largest Industry Peers for Financial

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

+1.50 (+1.27%)

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FNCL Fidelity® MSCI Financials Ind..

+0.73 (+1.06%)

USD 2.06B
FXO First Trust Financials AlphaDE..

+0.57 (+1.05%)

USD 2.01B
BIZD VanEck BDC Income ETF

+0.21 (+1.26%)

USD 1.35B
VPC Virtus Private Credit ETF

+0.17 (+0.77%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.23 (+1.20%)

USD 0.02B
IXG iShares Global Financials ETF

+0.72 (+0.75%)

N/A
IYF iShares U.S. Financials ETF

+1.27 (+1.15%)

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

+2.21 (+1.53%)

N/A

ETFs Containing KRE

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 16.42% 24% F 72% C
Dividend Return 2.20% 65% D 36% F
Total Return 18.62% 24% F 71% C-
Trailing 12 Months  
Capital Gain 14.69% 24% F 71% C-
Dividend Return 2.17% 65% D 36% F
Total Return 16.86% 24% F 69% C-
Trailing 5 Years  
Capital Gain 4.34% 29% F 52% F
Dividend Return 12.03% 53% F 39% F
Total Return 16.37% 12% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 12.42% 29% F 70% C-
Dividend Return 14.35% 18% F 70% C-
Total Return 1.93% 47% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 40.06% 18% F 25% F
Risk Adjusted Return 35.81% 18% F 50% 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:

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.