KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 48.96

Change

+1.54 (+3.25)%

Market Cap

N/A

Volume

2.00M

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: 2025-04-22 )

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Symbol Name Price(Change) Market Cap
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FXO First Trust Financials AlphaDE..

+1.69 (+3.55%)

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BIZD VanEck BDC Income ETF

+0.27 (+1.83%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.36 (+1.86%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.29 (+1.74%)

USD 0.02B
IXG iShares Global Financials ETF

+2.65 (+2.73%)

N/A
IYF iShares U.S. Financials ETF

+3.37 (+3.27%)

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

+4.50 (+3.49%)

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 -11.74% 29% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.74% 29% F 27% F
Trailing 12 Months  
Capital Gain 7.27% 29% F 77% C+
Dividend Return 2.18% 76% C+ 41% F
Total Return 9.45% 41% F 75% C
Trailing 5 Years  
Capital Gain 78.49% 35% F 69% C-
Dividend Return 21.76% 82% B 55% F
Total Return 100.25% 24% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.08% 41% F 75% C
Dividend Return 15.06% 35% F 75% C
Total Return 1.98% 59% D- 46% F
Risk Return Profile  
Volatility (Standard Deviation) 32.41% 18% F 29% F
Risk Adjusted Return 46.48% 18% F 62% 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.