ducovest

KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 59.05

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.94M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-09 )

Largest Industry Peers for Financial

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

N/A

 USD 50.94B
VFH Vanguard Financials Index Fund..

N/A

 USD 12.60B
FNCL Fidelity® MSCI Financials Ind..

N/A

 USD 2.28B
FXO First Trust Financials AlphaDE..

N/A

 USD 2.15B
BIZD VanEck BDC Income ETF

N/A

 USD 1.56B
VPC Virtus Private Credit ETF

N/A

 USD 0.07B
BDCZ UBS AG London Branch ELKS 4

N/A

 USD 0.02B
IXG iShares Global Financials ETF

N/A

 N/A
IYF iShares U.S. Financials ETF

N/A

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

N/A

 N/A

ETFs Containing KIE

MSSS Northern Lights Fund Trus.. 9.94 % 0.00 %

N/A

 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 4.48% 88% B+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.48% 88% B+ 76% C+
Trailing 12 Months  
Capital Gain 18.15% 41% F 84% B
Dividend Return 1.08% 18% F 19% F
Total Return 19.23% 41% F 82% B
Trailing 5 Years  
Capital Gain 97.56% 59% D- 79% B-
Dividend Return 11.32% 12% F 29% F
Total Return 108.88% 59% D- 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.44% 35% F 74% C
Dividend Return 15.77% 24% F 73% C
Total Return 1.33% 6% D- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 20.92% 94% A 52% F
Risk Adjusted Return 75.37% 59% D- 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:
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.