KIE:NYE-SPDR® S&P Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 58.06

Change

-0.19 (-0.33)%

Market Cap

N/A

Volume

0.71M

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: 2025-05-05 )

Largest Industry Peers for Financial

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

-0.32 (-0.64%)

USD 46.97B
VFH Vanguard Financials Index Fund..

-0.55 (-0.46%)

USD 10.92B
FNCL Fidelity® MSCI Financials Ind..

-0.32 (-0.46%)

USD 2.02B
FXO First Trust Financials AlphaDE..

-0.14 (-0.27%)

USD 1.87B
BIZD VanEck BDC Income ETF

-0.27 (-1.76%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.11 (-0.55%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.23 (-1.33%)

USD 0.02B
IXG iShares Global Financials ETF

-0.33 (-0.31%)

N/A
IYF iShares U.S. Financials ETF

-0.83 (-0.73%)

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

-0.61 (-0.42%)

N/A

ETFs Containing KIE

MSSS Northern Lights Fund Trus.. 9.51 % 0.00 %

-0.13 (-0.46%)

USD 0.08B

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 2.72% 88% B+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.72% 88% B+ 75% C
Trailing 12 Months  
Capital Gain 15.24% 47% F 84% B
Dividend Return 0.69% 12% F 12% F
Total Return 15.93% 47% F 82% B
Trailing 5 Years  
Capital Gain 137.66% 82% B 83% B
Dividend Return 13.21% 24% F 32% F
Total Return 150.86% 76% C+ 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.10% 47% F 76% C+
Dividend Return 14.38% 35% F 74% C
Total Return 1.28% 6% D- 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.48% 88% B+ 52% F
Risk Adjusted Return 73.85% 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.