SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 133.53

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.42M

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: 2024-12-25 )

ETFs Containing SDY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.85% 4% F 56% F
Dividend Return 2.51% 68% D+ 40% F
Total Return 9.36% 4% F 52% F
Trailing 12 Months  
Capital Gain 6.76% 4% F 57% F
Dividend Return 2.51% 69% C- 40% F
Total Return 9.27% 4% F 54% F
Trailing 5 Years  
Capital Gain 24.05% 21% F 63% D
Dividend Return 14.91% 68% D+ 49% F
Total Return 38.96% 13% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 9.32% 12% F 63% D
Dividend Return 11.82% 19% F 64% D
Total Return 2.49% 75% C 57% F
Risk Return Profile  
Volatility (Standard Deviation) 15.03% 63% D 67% D+
Risk Adjusted Return 78.61% 42% F 87% B+
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.