XLSR:NYE-SPDR® SSGA U.S. Sector Rotation ETF (USD)

ETF | Large Blend |

Last Closing

USD 49.87

Change

+0.06 (+0.12)%

Market Cap

USD 0.63B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-01 )

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ETFs Containing XLSR

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 -6.68% 17% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.68% 17% F 32% F
Trailing 12 Months  
Capital Gain 4.51% 18% F 61% D-
Dividend Return 0.56% 11% F 8% B-
Total Return 5.07% 17% F 51% F
Trailing 5 Years  
Capital Gain 64.48% 20% F 64% D
Dividend Return 15.68% 94% A 41% F
Total Return 80.16% 20% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.52% 22% F 67% D+
Dividend Return 10.59% 21% F 64% D
Total Return 1.07% 22% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 15.34% 76% C+ 64% D
Risk Adjusted Return 69.00% 42% F 80% B-
Market Capitalization 0.63B 57% F 52% F

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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.