SPGM:NYE-SPDR Portfolio MSCI Global Stock Market (USD)

ETF | Others |

Last Closing

USD 64.59

Change

+0.59 (+0.92)%

Market Cap

USD 0.88B

Volume

0.06M

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 is a free float-adjusted market capitalization-weighted index that is designed to measure the combined equity market performance of developed and emerging markets.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

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N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.71% 70% C- 73% C
Dividend Return 0.99% 18% F 14% F
Total Return 17.71% 70% C- 70% C-
Trailing 12 Months  
Capital Gain 16.90% 73% C 74% C
Dividend Return 0.99% 19% F 14% F
Total Return 17.90% 72% C 71% C-
Trailing 5 Years  
Capital Gain 50.38% 65% D 74% C
Dividend Return 10.81% 42% F 34% F
Total Return 61.19% 66% D+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.63% 89% A- 68% D+
Dividend Return 13.26% 90% A- 67% D+
Total Return 1.63% 63% D 40% F
Risk Return Profile  
Volatility (Standard Deviation) 18.64% 19% F 58% F
Risk Adjusted Return 71.14% 77% C+ 82% B
Market Capitalization 0.88B 87% B+ 55% 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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
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.