KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 57

Change

-0.77 (-1.33)%

Market Cap

N/A

Volume

0.63M

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: 2025-02-21 )

Largest Industry Peers for Financial

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

-0.64 (-1.25%)

USD 54.75B
VFH Vanguard Financials Index Fund..

-1.87 (-1.49%)

USD 12.60B
FNCL Fidelity® MSCI Financials Ind..

-1.08 (-1.48%)

USD 2.28B
FXO First Trust Financials AlphaDE..

-1.14 (-2.05%)

USD 2.26B
BIZD VanEck BDC Income ETF

-0.04 (-0.23%)

USD 1.56B
VPC Virtus Private Credit ETF

-0.19 (-0.83%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.06 (-0.30%)

USD 0.02B
IXG iShares Global Financials ETF

-1.22 (-1.18%)

N/A
IYF iShares U.S. Financials ETF

-1.89 (-1.61%)

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

-2.98 (-1.91%)

N/A

ETFs Containing KIE

MSSS Northern Lights Fund Trus.. 9.94 % 0.00 %

-0.59 (-2.05%)

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 0.85% 24% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.85% 24% F 40% F
Trailing 12 Months  
Capital Gain 15.57% 29% F 74% C
Dividend Return 1.09% 18% F 19% F
Total Return 16.67% 18% F 71% C-
Trailing 5 Years  
Capital Gain 54.01% 47% F 75% C
Dividend Return 9.15% 12% F 28% F
Total Return 63.16% 41% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 14.27% 35% F 73% C
Dividend Return 15.60% 24% F 72% C
Total Return 1.33% 12% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 20.97% 94% A 52% F
Risk Adjusted Return 74.38% 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.