KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 61.12

Change

+0.41 (+0.68)%

Market Cap

N/A

Volume

1.03M

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: 2025-04-02 )

Largest Industry Peers for Financial

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

+0.41 (+0.82%)

USD 50.94B
VFH Vanguard Financials Index Fund..

+1.19 (+1.00%)

USD 11.40B
FXO First Trust Financials AlphaDE..

+0.69 (+1.30%)

USD 2.15B
FNCL Fidelity® MSCI Financials Ind..

+0.67 (+0.97%)

USD 2.10B
BIZD VanEck BDC Income ETF

-0.08 (-0.48%)

USD 1.46B
VPC Virtus Private Credit ETF

-0.17 (-0.80%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.08 (-0.40%)

USD 0.02B
IXG iShares Global Financials ETF

+1.17 (+1.14%)

N/A
IYF iShares U.S. Financials ETF

+1.21 (+1.07%)

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

+2.27 (+1.62%)

N/A

ETFs Containing KIE

MSSS Northern Lights Fund Trus.. 10.08 % 0.00 %

+0.25 (+0.92%)

USD 0.10B

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 8.14% 88% B+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.14% 88% B+ 85% B
Trailing 12 Months  
Capital Gain 19.44% 65% D 86% B+
Dividend Return 0.68% 12% F 12% F
Total Return 20.12% 53% F 85% B
Trailing 5 Years  
Capital Gain 164.70% 76% C+ 80% B-
Dividend Return 13.97% 18% F 30% F
Total Return 178.67% 65% D 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.93% 35% F 75% C
Dividend Return 15.24% 24% F 73% C
Total Return 1.31% 6% D- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 20.33% 94% A 52% F
Risk Adjusted Return 74.98% 59% D- 83% B
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:
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:
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.