KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 54.55

Change

0.00 (0.00)%

Market Cap

N/A

Volume

3.16M

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: 2025-03-05 )

Largest Industry Peers for Financial

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

+0.29 (+0.58%)

USD 54.75B
VFH Vanguard Financials Index Fund..

+0.73 (+0.61%)

USD 12.60B
FNCL Fidelity® MSCI Financials Ind..

+0.48 (+0.68%)

USD 2.28B
FXO First Trust Financials AlphaDE..

+0.55 (+1.03%)

USD 2.26B
BIZD VanEck BDC Income ETF

-0.12 (-0.70%)

USD 1.56B
VPC Virtus Private Credit ETF

-0.16 (-0.72%)

USD 0.06B
BDCZ UBS AG London Branch ELKS 4

-0.19 (-0.97%)

USD 0.02B
IXG iShares Global Financials ETF

+1.55 (+1.52%)

N/A
IYF iShares U.S. Financials ETF

+0.89 (+0.79%)

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

+2.22 (+1.53%)

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 -1.66% 24% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.66% 24% F 32% F
Trailing 12 Months  
Capital Gain 20.29% 53% F 84% B
Dividend Return 2.88% 76% C+ 46% F
Total Return 23.16% 53% F 84% B
Trailing 5 Years  
Capital Gain 50.36% 35% F 65% D
Dividend Return 16.90% 71% C- 52% F
Total Return 67.26% 35% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 15.48% 53% F 75% C
Dividend Return 17.48% 41% F 75% C
Total Return 2.00% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 35.21% 24% F 29% F
Risk Adjusted Return 49.65% 24% F 63% 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.