KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 53.55

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.69M

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: 2025-01-11 )

ETFs Containing KBE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.46% 18% F 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.46% 18% F 18% F
Trailing 12 Months  
Capital Gain 19.53% 41% F 78% C+
Dividend Return 2.91% 76% C+ 44% F
Total Return 22.44% 41% F 79% B-
Trailing 5 Years  
Capital Gain 14.77% 35% F 60% D-
Dividend Return 13.14% 65% D 43% F
Total Return 27.91% 24% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 14.66% 53% F 74% C
Dividend Return 16.63% 41% F 74% C
Total Return 1.97% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 35.18% 24% F 29% F
Risk Adjusted Return 47.28% 24% F 61% D-
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.

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.