KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 57.69

Change

-0.31 (-0.53)%

Market Cap

N/A

Volume

0.60M

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: 2025-02-11 )

Largest Industry Peers for Financial

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

+0.13 (+0.25%)

USD 54.75B
VFH Vanguard Financials Index Fund..

+0.32 (+0.25%)

USD 11.46B
FXO First Trust Financials AlphaDE..

-0.14 (-0.25%)

USD 2.26B
FNCL Fidelity® MSCI Financials Ind..

+0.12 (+0.16%)

USD 2.07B
BIZD VanEck BDC Income ETF

+0.02 (+0.12%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.10 (+0.45%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

+0.06 (+0.31%)

USD 0.02B
IXG iShares Global Financials ETF

+0.25 (+0.24%)

N/A
IYF iShares U.S. Financials ETF

+0.37 (+0.31%)

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

+0.02 (+0.01%)

N/A

ETFs Containing KIE

MSSS Northern Lights Fund Trus.. 10.12 % 0.00 %

-0.16 (-0.56%)

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 2.07% 18% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.07% 18% F 48% F
Trailing 12 Months  
Capital Gain 20.99% 29% F 75% C
Dividend Return 1.13% 18% F 18% F
Total Return 22.13% 29% F 73% C
Trailing 5 Years  
Capital Gain 53.80% 47% F 74% C
Dividend Return 9.02% 12% F 28% F
Total Return 62.82% 41% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 14.14% 35% F 73% C
Dividend Return 15.47% 24% F 72% C
Total Return 1.33% 12% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 21.02% 94% A 52% F
Risk Adjusted Return 73.58% 47% F 83% 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.