KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 57.09

Change

-0.35 (-0.61)%

Market Cap

N/A

Volume

3.06M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-16 )

Largest Industry Peers for Financial

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

+0.33 (+0.67%)

USD 46.80B
VFH Vanguard Financials Index Fund..

+0.61 (+0.50%)

USD 11.44B
FNCL Fidelity® MSCI Financials Ind..

+0.54 (+0.77%)

USD 2.06B
FXO First Trust Financials AlphaDE..

+0.40 (+0.72%)

USD 2.01B
BIZD VanEck BDC Income ETF

+0.27 (+1.61%)

USD 1.35B
VPC Virtus Private Credit ETF

+0.16 (+0.75%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.22 (+1.15%)

USD 0.02B
IXG iShares Global Financials ETF

+0.71 (+0.72%)

N/A
IYF iShares U.S. Financials ETF

+0.98 (+0.86%)

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

+2.68 (+1.82%)

N/A

ETFs Containing KBE

N/A

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 2.92% 53% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.92% 53% F 73% C
Trailing 12 Months  
Capital Gain 29.22% 47% F 83% B
Dividend Return 2.95% 76% C+ 44% F
Total Return 32.18% 47% F 83% B
Trailing 5 Years  
Capital Gain 21.88% 35% F 62% D
Dividend Return 13.09% 65% D 43% F
Total Return 34.97% 24% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 14.66% 53% F 74% C
Dividend Return 16.63% 41% F 74% C
Total Return 1.97% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 35.18% 24% F 29% F
Risk Adjusted Return 47.28% 24% F 61% 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.

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.