XLSR:NYE-SPDR® SSGA U.S. Sector Rotation ETF (USD)

ETF | Large Blend |

Last Closing

USD 53.67

Change

-0.56 (-1.03)%

Market Cap

USD 0.67B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-12-30 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.55 (-0.19%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

-0.17 (-0.25%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

-0.03 (-0.13%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

-0.09 (-0.18%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.13 (-0.11%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.15 (-0.21%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

-0.29 (-0.41%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

-0.16 (-0.28%)

USD 5.38B
SCHK Schwab 1000 ETF

-0.06 (-0.21%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

-0.27 (-0.22%)

USD 3.87B

ETFs Containing XLSR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.29% 37% F 76% C+
Dividend Return 0.77% 11% F 9% A-
Total Return 18.06% 36% F 73% C
Trailing 12 Months  
Capital Gain 17.29% 37% F 76% C+
Dividend Return 0.77% 11% F 9% A-
Total Return 18.06% 36% F 73% C
Trailing 5 Years  
Capital Gain 57.39% 32% F 77% C+
Dividend Return 14.31% 92% A 48% F
Total Return 71.70% 39% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.23% 25% F 67% D+
Dividend Return 12.35% 21% F 65% D
Total Return 1.12% 26% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 16.84% 78% C+ 63% D
Risk Adjusted Return 73.30% 44% F 84% B
Market Capitalization 0.67B 55% F 52% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.