KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 53.16

Change

+0.40 (+0.76)%

Market Cap

N/A

Volume

2.74M

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: 2025-03-17 )

Largest Industry Peers for Financial

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

+0.57 (+1.17%)

USD 50.94B
VFH Vanguard Financials Index Fund..

+1.44 (+1.23%)

USD 11.40B
FXO First Trust Financials AlphaDE..

+0.77 (+1.47%)

USD 2.15B
FNCL Fidelity® MSCI Financials Ind..

+0.91 (+1.34%)

USD 2.10B
BIZD VanEck BDC Income ETF

+0.13 (+0.79%)

USD 1.46B
VPC Virtus Private Credit ETF

N/A

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.23 (+1.19%)

USD 0.02B
IXG iShares Global Financials ETF

+1.27 (+1.25%)

N/A
IYF iShares U.S. Financials ETF

+1.67 (+1.51%)

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

+2.77 (+2.01%)

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 -4.16% 24% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.16% 24% F 29% F
Trailing 12 Months  
Capital Gain 20.43% 71% C- 86% B+
Dividend Return 2.25% 71% C- 39% F
Total Return 22.69% 82% B 85% B
Trailing 5 Years  
Capital Gain 108.14% 35% F 62% D
Dividend Return 24.01% 76% C+ 53% F
Total Return 132.15% 18% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 15.37% 53% F 75% C
Dividend Return 17.37% 35% F 75% C
Total Return 2.01% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 35.14% 24% F 29% F
Risk Adjusted Return 49.44% 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.