XLSR:NYE-SPDR® SSGA U.S. Sector Rotation ETF (USD)

ETF | Large Blend |

Last Closing

USD 56.22

Change

+0.07 (+0.12)%

Market Cap

USD 0.70B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-02-19 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

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SPLG SPDR® Portfolio S&P 500 ETF

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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

-0.38 (-0.71%)

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GSLC Goldman Sachs ActiveBeta® U.S..

-0.64 (-0.53%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.38 (-0.51%)

USD 10.01B
SPLV Invesco S&P 500® Low Volatili..

+0.04 (+0.05%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.29 (-0.48%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.14 (-0.47%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.26 (-0.61%)

USD 4.07B

ETFs Containing XLSR

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 5.20% 78% C+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.20% 78% C+ 68% D+
Trailing 12 Months  
Capital Gain 18.26% 35% F 72% C
Dividend Return 0.74% 12% F 9% A-
Total Return 19.00% 36% F 69% C-
Trailing 5 Years  
Capital Gain 58.38% 31% F 75% C
Dividend Return 13.75% 93% A 45% F
Total Return 72.13% 38% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.24% 24% F 67% D+
Dividend Return 12.35% 22% F 64% D
Total Return 1.11% 24% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 16.85% 78% C+ 62% D
Risk Adjusted Return 73.32% 44% F 82% B
Market Capitalization 0.70B 58% F 52% F

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.