KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 56.69

Change

-0.33 (-0.58)%

Market Cap

N/A

Volume

1.36M

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 KIE

MSSS Northern Lights Fund Trus.. 10.12 % 0.00 %

+0.09 (+0.31%)

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 0.30% 12% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.30% 12% F 29% F
Trailing 12 Months  
Capital Gain 19.32% 29% F 73% C
Dividend Return 1.14% 18% F 18% F
Total Return 20.46% 29% F 71% C-
Trailing 5 Years  
Capital Gain 58.80% 47% F 75% C
Dividend Return 9.48% 18% F 29% F
Total Return 68.28% 47% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 13.72% 35% F 72% C
Dividend Return 15.05% 24% F 71% C-
Total Return 1.33% 12% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 21.15% 94% A 52% F
Risk Adjusted Return 71.17% 47% F 82% 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.