KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 54.7

Change

+0.46 (+0.85)%

Market Cap

N/A

Volume

1.19M

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: 2025-01-13 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

+0.34 (+0.72%)

USD 46.80B
VFH Vanguard Financials Index Fund..

+0.72 (+0.62%)

USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

+0.46 (+0.68%)

USD 2.06B
FXO First Trust Financials AlphaDE..

+0.31 (+0.59%)

USD 2.01B
BIZD VanEck BDC Income ETF

+0.07 (+0.43%)

USD 1.35B
VPC Virtus Private Credit ETF

+0.01 (+0.05%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

-0.20 (-1.05%)

USD 0.02B
IXG iShares Global Financials ETF

+0.30 (+0.32%)

N/A
IYF iShares U.S. Financials ETF

+0.83 (+0.77%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.08 (-0.06%)

N/A

ETFs Containing KIE

MSSS Northern Lights Fund Trus.. 9.65 % 0.00 %

+0.10 (+0.37%)

USD 0.11B

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 -3.22% 12% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.22% 12% F 19% F
Trailing 12 Months  
Capital Gain 18.53% 29% F 77% C+
Dividend Return 1.17% 18% F 18% F
Total Return 19.70% 24% F 75% C
Trailing 5 Years  
Capital Gain 53.78% 65% D 77% C+
Dividend Return 9.52% 18% F 29% F
Total Return 63.30% 53% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.60% 35% F 72% C
Dividend Return 14.93% 24% F 71% C-
Total Return 1.33% 12% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 21.18% 94% A 52% F
Risk Adjusted Return 70.49% 47% F 81% B-
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:
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.