FISR:NYE-SPDR® SSGA Fixed Income Sector Rotation ETF (USD)

ETF | Multisector Bond |

Last Closing

USD 25.059

Change

-0.01 (-0.04)%

Market Cap

USD 0.29B

Volume

0.42M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Bearish

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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FISR VTI
  • VTI
Relative Returns (From:    To: 2025-01-13 )

Largest Industry Peers for Multisector Bond

Symbol Name Price(Change) Market Cap
DIAL Columbia Diversified Fixed Inc..

+0.07 (+0.40%)

USD 0.37B
NFLT Virtus Newfleet Multi-Sector B..

+0.13 (+0.58%)

USD 0.24B

ETFs Containing FISR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Multisector Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.19% 33% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.19% 33% F 40% F
Trailing 12 Months  
Capital Gain -3.51% 67% D+ 29% F
Dividend Return 2.82% 33% F 43% F
Total Return -0.69% 33% F 26% F
Trailing 5 Years  
Capital Gain -19.81% 33% F 29% F
Dividend Return 11.60% 33% F 37% F
Total Return -8.21% 33% F 23% F
Average Annual (5 Year Horizon)  
Capital Gain -4.99% 33% F 12% F
Dividend Return -2.77% 33% F 12% F
Total Return 2.22% 33% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 6.38% 100% F 89% A-
Risk Adjusted Return -43.39% 33% F 5% F
Market Capitalization 0.29B 67% D+ 41% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

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.