SPTM:NYE- (USD)

ETF | Large Blend |

Last Closing

USD 68.22

Change

+0.21 (+0.31)%

Market Cap

USD 9.53B

Volume

0.45M
Analyst Rating

Verdict

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: 2025-04-01 )

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 -4.49% 40% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.49% 40% F 33% F
Trailing 12 Months  
Capital Gain 7.33% 49% F 71% C-
Dividend Return 0.72% 63% D 14% F
Total Return 8.06% 44% F 65% D
Trailing 5 Years  
Capital Gain 122.50% 71% C- 73% C
Dividend Return 11.58% 63% D 24% F
Total Return 134.08% 72% C 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.94% 26% F 68% D+
Dividend Return 12.25% 26% F 66% D+
Total Return 1.32% 56% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 24.66% 10% F 42% F
Risk Adjusted Return 49.68% 13% F 63% D
Market Capitalization 9.53B 90% A- 85% B

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 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.