KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 51.03

Change

+0.46 (+0.91)%

Market Cap

N/A

Volume

1.26M

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: 2025-04-29 )

Largest Industry Peers for Financial

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

+0.50 (+1.04%)

USD 46.97B
VFH Vanguard Financials Index Fund..

+1.14 (+0.99%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

+0.67 (+1.00%)

USD 2.02B
FXO First Trust Financials AlphaDE..

+0.29 (+0.57%)

USD 1.87B
BIZD VanEck BDC Income ETF

-0.15 (-0.96%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.01 (-0.05%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.19 (-1.10%)

USD 0.02B
IXG iShares Global Financials ETF

+0.77 (+0.75%)

N/A
IYF iShares U.S. Financials ETF

+0.94 (+0.86%)

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

+1.65 (+1.19%)

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 -8.00% 29% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.00% 29% F 28% F
Trailing 12 Months  
Capital Gain 15.14% 35% F 82% B
Dividend Return 2.24% 76% C+ 42% F
Total Return 17.38% 35% F 81% B-
Trailing 5 Years  
Capital Gain 62.98% 35% F 65% D
Dividend Return 19.06% 71% C- 51% F
Total Return 82.05% 18% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 12.71% 41% F 75% C
Dividend Return 14.69% 35% F 75% C
Total Return 1.98% 59% D- 46% F
Risk Return Profile  
Volatility (Standard Deviation) 32.01% 18% F 30% F
Risk Adjusted Return 45.90% 18% F 61% 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.