XRT:NYE-SPDR® S&P Retail ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 79.27

Change

-0.14 (-0.18)%

Market Cap

N/A

Volume

6.18M

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: 2025-01-08 )

Largest Industry Peers for Consumer Cyclical

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

+0.63 (+0.28%)

USD 24.69B
VCR Vanguard Consumer Discretionar..

+0.53 (+0.14%)

USD 6.68B
FDIS Fidelity® MSCI Consumer Discr..

+0.15 (+0.15%)

USD 2.06B
FXD First Trust Consumer Discretio..

-0.01 (-0.02%)

USD 1.57B
IBUY Amplify Online Retail ETF

-0.37 (-0.56%)

USD 0.18B
ONLN ProShares Online Retail

+0.10 (+0.21%)

USD 0.09B
GBUY Goldman Sachs Future Consumer ..

-0.03 (-0.07%)

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

+0.01 (+0.04%)

N/A
RXI iShares Global Consumer Discre..

-0.28 (-0.15%)

N/A
IYC iShares US Consumer Discretion..

+0.05 (+0.05%)

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 -0.40% 23% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.40% 23% F 33% F
Trailing 12 Months  
Capital Gain 12.87% 31% F 67% D+
Dividend Return 0.92% 91% A- 12% F
Total Return 13.79% 31% F 62% D
Trailing 5 Years  
Capital Gain 75.84% 69% C- 82% B
Dividend Return 11.11% 100% F 35% F
Total Return 86.95% 77% C+ 82% B
Average Annual (5 Year Horizon)  
Capital Gain 21.11% 92% A 81% B-
Dividend Return 22.30% 92% A 81% B-
Total Return 1.19% 100% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 56.05% 23% F 17% F
Risk Adjusted Return 39.78% 38% F 54% 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.