ITE:NYE-SPDR Bloomberg Barclays Intermediate Term Treasury ETF (USD)

ETF | Intermediate Government |

Last Closing

USD 27.85

Change

+0.19 (+0.69)%

Market Cap

N/A

Volume

2.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-15 )

Largest Industry Peers for Intermediate Government

Symbol Name Price(Change) Market Cap
SCHR Schwab Intermediate-Term U.S. ..

+0.18 (+0.75%)

USD 10.03B
JMBS Janus Henderson Mortgage-Backe..

+0.43 (+0.99%)

USD 4.63B
MBSD FlexShares Disciplined Duratio..

+0.17 (+0.85%)

USD 0.09B

ETFs Containing ITE

FISR SPDR® SSGA Fixed Income .. 48.98 % 0.00 %

+0.23 (+0.92%)

USD 0.29B

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Government) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.11% 75% C 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.11% 75% C 32% F
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain -55.28% 25% F 9% A-
Dividend Return 3.29% 25% F 8% B-
Total Return -51.99% 25% F 8% B-
Average Annual (5 Year Horizon)  
Capital Gain -7.28% 25% F 8% B-
Dividend Return -7.31% 25% F 7% C-
Total Return -0.03% 25% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 18.60% 25% F 58% F
Risk Adjusted Return -39.29% 25% F 6% 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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.