KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 57.81

Change

-0.14 (-0.24)%

Market Cap

N/A

Volume

1.77M

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: 2025-01-23 )

Largest Industry Peers for Financial

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

+0.29 (+0.58%)

USD 46.80B
VFH Vanguard Financials Index Fund..

+0.63 (+0.51%)

USD 11.46B
FNCL Fidelity® MSCI Financials Ind..

+0.28 (+0.39%)

USD 2.07B
FXO First Trust Financials AlphaDE..

+0.03 (+0.05%)

USD 2.01B
BIZD VanEck BDC Income ETF

N/A

USD 1.39B
VPC Virtus Private Credit ETF

+0.13 (+0.60%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4

+0.06 (+0.30%)

USD 0.02B
IXG iShares Global Financials ETF

+0.73 (+0.73%)

N/A
IYF iShares U.S. Financials ETF

+0.52 (+0.45%)

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

+1.23 (+0.80%)

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 4.22% 41% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.22% 41% F 67% D+
Trailing 12 Months  
Capital Gain 25.87% 47% F 81% B-
Dividend Return 2.84% 76% C+ 43% F
Total Return 28.71% 47% F 81% B-
Trailing 5 Years  
Capital Gain 27.05% 35% F 63% D
Dividend Return 13.47% 65% D 44% F
Total Return 40.53% 29% F 61% 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.