ducovest

KCE:NYE-SPDR® S&P Capital Markets ETF (USD)

ETF | Financial |

Last Closing

USD 124.17

Change

+0.41 (+0.33)%

Market Cap

N/A

Volume

0.07M

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)

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Relative Returns (From:    To: 2025-03-11 )

Largest Industry Peers for Financial

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

-0.41 (-0.85%)

 USD 50.94B
VFH Vanguard Financials Index Fund..

-0.82 (-0.71%)

 USD 12.60B
FNCL Fidelity® MSCI Financials Ind..

-0.40 (-0.60%)

 USD 2.28B
FXO First Trust Financials AlphaDE..

+0.06 (+0.12%)

 USD 2.15B
BIZD VanEck BDC Income ETF

-0.43 (-2.54%)

 USD 1.56B
VPC Virtus Private Credit ETF

-0.33 (-1.51%)

 USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.45 (-2.33%)

 USD 0.02B
IXG iShares Global Financials ETF

-0.61 (-0.61%)

 N/A
IYF iShares U.S. Financials ETF

-0.28 (-0.26%)

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

+0.01 (+0.01%)

 N/A

ETFs Containing KCE

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 -9.83% 12% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.83% 12% F 19% F
Trailing 12 Months  
Capital Gain 15.42% 53% F 84% B
Dividend Return 1.50% 41% F 27% F
Total Return 16.92% 65% D 82% B
Trailing 5 Years  
Capital Gain 156.34% 94% A 85% B
Dividend Return 17.79% 53% F 46% F
Total Return 174.13% 94% A 84% B
Average Annual (5 Year Horizon)  
Capital Gain 22.93% 94% A 83% B
Dividend Return 24.45% 94% A 83% B
Total Return 1.52% 24% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 31.68% 35% F 33% F
Risk Adjusted Return 77.20% 71% C- 85% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.