KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 58.62

Change

-0.64 (-1.08)%

Market Cap

N/A

Volume

1.01M

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: 2025-02-10 )

Largest Industry Peers for Financial

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

-0.41 (-0.79%)

USD 54.75B
VFH Vanguard Financials Index Fund..

-1.05 (-0.83%)

USD 11.46B
FXO First Trust Financials AlphaDE..

-0.58 (-1.02%)

USD 2.26B
FNCL Fidelity® MSCI Financials Ind..

-0.55 (-0.75%)

USD 2.07B
BIZD VanEck BDC Income ETF

-0.02 (-0.12%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.03 (-0.11%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.01 (-0.07%)

USD 0.02B
IXG iShares Global Financials ETF

-0.38 (-0.37%)

N/A
IYF iShares U.S. Financials ETF

-1.15 (-0.97%)

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

-1.61 (-1.02%)

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 5.68% 53% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.68% 53% F 76% C+
Trailing 12 Months  
Capital Gain 31.91% 71% C- 86% B+
Dividend Return 2.94% 76% C+ 45% F
Total Return 34.84% 82% B 87% B+
Trailing 5 Years  
Capital Gain 27.68% 35% F 63% D
Dividend Return 13.35% 65% D 44% F
Total Return 41.04% 29% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 15.23% 53% F 75% C
Dividend Return 17.22% 41% F 75% C
Total Return 1.99% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 35.18% 24% F 29% F
Risk Adjusted Return 48.96% 24% F 62% 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.