ducovest

XRT:NYE-SPDR® S&P Retail ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 80.72

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.57M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

N/A

 USD 24.69B
VCR Vanguard Consumer Discretionar..

N/A

 USD 6.68B
FDIS Fidelity® MSCI Consumer Discr..

N/A

 USD 2.06B
FXD First Trust Consumer Discretio..

N/A

 USD 1.57B
IBUY Amplify Online Retail ETF

N/A

 USD 0.19B
ONLN ProShares Online Retail

N/A

 USD 0.09B
GBUY Goldman Sachs Future Consumer ..

N/A

 USD 0.04B
RCD Invesco S&P 500® Equal Weight..

N/A

 N/A
RXI iShares Global Consumer Discre..

N/A

 N/A
IYC iShares US Consumer Discretion..

N/A

 N/A

ETFs Containing XRT

ACAA:CA 2.46 % 0.00 %

N/A

 N/A
HAC.A:CA 0.00 % 3.14 %

N/A

 N/A
LDRS 0.00 % 0.60 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.62% 23% F 65% D
Dividend Return 0.90% 91% A- 12% F
Total Return 12.51% 23% F 59% D-
Trailing 12 Months  
Capital Gain 10.39% 23% F 64% D
Dividend Return 0.89% 91% A- 12% F
Total Return 11.28% 23% F 58% F
Trailing 5 Years  
Capital Gain 74.57% 69% C- 82% B
Dividend Return 10.83% 100% F 34% F
Total Return 85.40% 69% C- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 21.41% 92% A 82% B
Dividend Return 22.60% 92% A 81% B-
Total Return 1.19% 100% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 56.08% 23% F 17% F
Risk Adjusted Return 40.29% 38% F 55% 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:
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.

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.

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.