XBI:NYE-SPDR® S&P Biotech ETF (USD)

ETF | Health |

Last Closing

USD 91.98

Change

+0.09 (+0.10)%

Market Cap

N/A

Volume

3.54M

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 Health

Symbol Name Price(Change) Market Cap
XLV Health Care Select Sector SPDR..

+0.57 (+0.41%)

USD 36.67B
FHLC Fidelity® MSCI Health Care In..

+0.15 (+0.23%)

USD 2.62B
FXH First Trust Health Care AlphaD..

+0.21 (+0.20%)

USD 1.09B
XHE SPDR® S&P Health Care Equipme..

+0.55 (+0.62%)

USD 0.21B
IDNA iShares Genomics Immunology an..

+0.04 (+0.18%)

USD 0.12B
SBIO ALPS Medical Breakthroughs ETF

-0.04 (-0.12%)

USD 0.11B
XHS SPDR® S&P Health Care Service..

+0.28 (+0.31%)

USD 0.07B
HTEC Robo Global® Healthcare Techn..

+0.11 (+0.37%)

USD 0.05B
BBP Virtus LifeSci Biotech Product..

+0.07 (+0.11%)

USD 0.02B
BBC Virtus LifeSci Biotech Clinica..

+0.01 (+0.03%)

USD 0.01B

ETFs Containing XBI

MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

-0.01 (0%)

USD 0.04B
INAV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Health) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.01% 57% F 48% F
Dividend Return 0.15% 19% F 1% F
Total Return 3.16% 43% F 35% F
Trailing 12 Months  
Capital Gain 2.82% 43% F 48% F
Dividend Return 0.15% 19% F 1% F
Total Return 2.96% 43% F 36% F
Trailing 5 Years  
Capital Gain -5.77% 24% F 43% F
Dividend Return 0.48% 26% F 1% F
Total Return -5.29% 19% F 23% F
Average Annual (5 Year Horizon)  
Capital Gain -0.85% 19% F 27% F
Dividend Return -0.77% 14% F 17% F
Total Return 0.08% 26% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 32.45% 19% F 32% F
Risk Adjusted Return -2.38% 19% F 19% 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.