KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 55.81

Change

+1.11 (+2.03)%

Market Cap

N/A

Volume

0.74M

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: 2025-01-14 )

Largest Industry Peers for Financial

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

+0.59 (+1.24%)

USD 46.80B
VFH Vanguard Financials Index Fund..

+1.76 (+1.51%)

USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

+0.97 (+1.43%)

USD 2.06B
FXO First Trust Financials AlphaDE..

+1.01 (+1.91%)

USD 2.01B
BIZD VanEck BDC Income ETF

+0.18 (+1.09%)

USD 1.35B
VPC Virtus Private Credit ETF

+0.19 (+0.90%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.24 (+1.26%)

USD 0.02B
IXG iShares Global Financials ETF

+1.10 (+1.16%)

N/A
IYF iShares U.S. Financials ETF

+1.61 (+1.47%)

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

+1.42 (+1.01%)

N/A

ETFs Containing KIE

MSSS Northern Lights Fund Trus.. 9.65 % 0.00 %

+0.19 (+0.69%)

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 -1.26% 18% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.26% 18% F 31% F
Trailing 12 Months  
Capital Gain 21.30% 24% F 78% C+
Dividend Return 1.17% 18% F 18% F
Total Return 22.47% 24% F 76% C+
Trailing 5 Years  
Capital Gain 55.46% 65% D 77% C+
Dividend Return 9.43% 18% F 30% F
Total Return 64.89% 59% D- 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.