SPTM:NYE- (USD)

ETF | Large Blend |

Last Closing

USD 68.42

Change

+1.39 (+2.07)%

Market Cap

USD 9.53B

Volume

0.50M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Bearish

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-14 )

Largest Industry Peers for Large Blend

ETFs Containing SPTM

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 -4.21% 36% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.21% 36% F 32% F
Trailing 12 Months  
Capital Gain 9.18% 51% F 72% C
Dividend Return 1.06% 63% D 19% F
Total Return 10.24% 54% F 67% D+
Trailing 5 Years  
Capital Gain 106.52% 68% D+ 76% C+
Dividend Return 11.32% 63% D 25% F
Total Return 117.84% 65% D 74% C
Average Annual (5 Year Horizon)  
Capital Gain 11.68% 28% F 68% D+
Dividend Return 13.01% 26% F 66% D+
Total Return 1.33% 60% D- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 25.39% 8% B- 42% F
Risk Adjusted Return 51.25% 14% F 64% D
Market Capitalization 9.53B 90% A- 85% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.