SPLG:NYE-SPDR® Portfolio S&P 500 ETF (USD)

ETF | Large Blend |

Last Closing

USD 70.68

Change

0.00 (0.00)%

Market Cap

USD 58.63B

Volume

5.87M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-08 )

Largest Industry Peers for Large Blend

ETFs Containing SPLG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.52% 27% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.52% 27% F 56% F
Trailing 12 Months  
Capital Gain 19.92% 72% C 77% C+
Dividend Return 1.09% 58% F 18% F
Total Return 21.01% 64% D 75% C
Trailing 5 Years  
Capital Gain 79.53% 75% C 82% B
Dividend Return 9.10% 63% D 28% F
Total Return 88.62% 74% C 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.25% 33% F 69% C-
Dividend Return 13.59% 35% F 67% D+
Total Return 1.34% 65% D 32% F
Risk Return Profile  
Volatility (Standard Deviation) 23.92% 17% F 46% F
Risk Adjusted Return 56.82% 19% F 70% C-
Market Capitalization 58.63B 98% N/A 96% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.