KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 57.86

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.99M

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: 2025-01-18 )

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 4.31% 71% C- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.31% 71% C- 79% B-
Trailing 12 Months  
Capital Gain 27.84% 47% F 82% B
Dividend Return 2.88% 76% C+ 43% F
Total Return 30.72% 53% F 83% B
Trailing 5 Years  
Capital Gain 23.53% 35% F 63% D
Dividend Return 13.09% 65% D 43% F
Total Return 36.62% 29% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 14.78% 53% F 74% C
Dividend Return 16.76% 41% F 74% C
Total Return 1.98% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 35.17% 24% F 29% F
Risk Adjusted Return 47.65% 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.