ducovest

XRT:NYE-SPDR® S&P Retail ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 67.53

Change

0.00 (0.00)%

Market Cap

N/A

Volume

5.02M

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: 2025-03-16 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

N/A

 USD 21.39B
VCR Vanguard Consumer Discretionar..

N/A

 USD 5.93B
FDIS Fidelity® MSCI Consumer Discr..

N/A

 USD 1.75B
FXD First Trust Consumer Discretio..

N/A

 USD 1.47B
IBUY Amplify Online Retail ETF

N/A

 USD 0.19B
ONLN ProShares Online Retail

N/A

 USD 0.07B
GBUY Goldman Sachs Future Consumer ..

N/A

 USD 0.03B
RCD Ready Capital Corporation 9.00..

N/A

 N/A
RXI iShares Global Consumer Discre..

N/A

 N/A
IYC iShares US Consumer Discretion..

N/A

 N/A

ETFs Containing XRT

HAC:CA Global X Seasonal Rotatio.. 3.04 % 1.27 %

N/A

 CAD 0.21B
ACAA:CA 2.46 % 0.00 %

N/A

 N/A
HAC.A:CA 0.00 % 3.14 %

N/A

 N/A
LDRS 0.00 % 0.60 %

N/A

 N/A
LCR Managed Portfolio Series 0.00 % 0.00 %

N/A

 USD 0.08B

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -15.15% 8% B- 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.15% 8% B- 12% F
Trailing 12 Months  
Capital Gain -10.69% 8% B- 20% F
Dividend Return 0.86% 91% A- 13% F
Total Return -9.83% 8% B- 19% F
Trailing 5 Years  
Capital Gain 126.61% 77% C+ 76% C+
Dividend Return 16.80% 100% F 40% F
Total Return 143.41% 77% C+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 18.05% 92% A 79% B-
Dividend Return 19.23% 92% A 78% C+
Total Return 1.18% 100% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 54.56% 23% F 17% F
Risk Adjusted Return 35.24% 38% F 49% F
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.