KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 57.5

Change

+0.15 (+0.26)%

Market Cap

N/A

Volume

0.85M

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: 2025-04-24 )

Largest Industry Peers for Financial

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

+0.53 (+1.11%)

USD 46.97B
VFH Vanguard Financials Index Fund..

+1.48 (+1.30%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

+0.86 (+1.29%)

USD 2.02B
FXO First Trust Financials AlphaDE..

+0.79 (+1.58%)

USD 1.87B
BIZD VanEck BDC Income ETF

+0.19 (+1.25%)

USD 1.39B
VPC Virtus Private Credit ETF

+0.10 (+0.50%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

+0.20 (+1.18%)

USD 0.02B
IXG iShares Global Financials ETF

+1.32 (+1.31%)

N/A
IYF iShares U.S. Financials ETF

+1.87 (+1.74%)

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

+3.48 (+2.58%)

N/A

ETFs Containing KIE

MSSS Northern Lights Fund Trus.. 10.08 % 0.00 %

+0.52 (+2.01%)

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 1.73% 88% B+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.73% 88% B+ 75% C
Trailing 12 Months  
Capital Gain 16.63% 59% D- 85% B
Dividend Return 0.70% 12% F 12% F
Total Return 17.33% 53% F 83% B
Trailing 5 Years  
Capital Gain 130.28% 76% C+ 81% B-
Dividend Return 12.92% 18% F 31% F
Total Return 143.20% 76% C+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.46% 47% F 76% C+
Dividend Return 14.76% 29% F 74% C
Total Return 1.29% 6% D- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 19.89% 94% A 51% F
Risk Adjusted Return 74.20% 65% 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.