XLSR:NYE-SPDR® SSGA U.S. Sector Rotation ETF (USD)

ETF | Large Blend |

Last Closing

USD 50.566

Change

0.00 (0.00)%

Market Cap

USD 0.67B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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XLSR VTI
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Relative Returns (From:    To: 2025-03-30 )

Largest Industry Peers for Large Blend

ETFs Containing XLSR

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 -5.38% 37% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.38% 37% F 31% F
Trailing 12 Months  
Capital Gain 1.42% 22% F 55% F
Dividend Return 0.54% 11% F 8% B-
Total Return 1.96% 19% F 42% F
Trailing 5 Years  
Capital Gain 81.09% 18% F 63% D
Dividend Return 17.03% 93% A 42% F
Total Return 98.12% 18% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 10.39% 24% F 67% D+
Dividend Return 11.48% 22% F 64% D
Total Return 1.09% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 16.00% 79% B- 63% D
Risk Adjusted Return 71.75% 43% F 81% B-
Market Capitalization 0.67B 58% F 52% F

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:
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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.