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

ETF | Large Blend |

Last Closing

USD 52.57

Change

0.00 (0.00)%

Market Cap

USD 0.66B

Volume

0.05M

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: 2025-01-12 )

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JQUA JPMorgan U.S. Quality Factor E..

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SCHK Schwab 1000 ETF

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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 -1.63% 7% C- 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.63% 7% C- 33% F
Trailing 12 Months  
Capital Gain 15.18% 35% F 73% C
Dividend Return 0.78% 12% F 9% A-
Total Return 15.96% 33% F 69% C-
Trailing 5 Years  
Capital Gain 51.53% 29% F 76% C+
Dividend Return 14.07% 93% A 47% F
Total Return 65.60% 38% F 77% 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% 25% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 16.84% 79% B- 62% D
Risk Adjusted Return 73.30% 46% F 83% B
Market Capitalization 0.66B 58% 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.