KBE:NYE-SPDR® S&P Bank ETF (USD)

ETF | Financial |

Last Closing

USD 51.88

Change

+0.20 (+0.39)%

Market Cap

N/A

Volume

1.37M

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: 2025-05-07 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
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VFH Vanguard Financials Index Fund..

+0.67 (+0.57%)

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FNCL Fidelity® MSCI Financials Ind..

+0.43 (+0.63%)

USD 2.02B
FXO First Trust Financials AlphaDE..

+0.29 (+0.56%)

USD 1.87B
BIZD VanEck BDC Income ETF

-0.05 (-0.33%)

USD 1.39B
VPC Virtus Private Credit ETF

-0.11 (-0.55%)

USD 0.07B
BDCZ UBS AG London Branch ELKS 4

-0.05 (-0.27%)

USD 0.02B
IXG iShares Global Financials ETF

-0.01 (-0.01%)

N/A
IYF iShares U.S. Financials ETF

+0.67 (+0.60%)

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

+1.35 (+0.94%)

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 -6.47% 41% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.47% 41% F 30% F
Trailing 12 Months  
Capital Gain 10.27% 29% F 78% C+
Dividend Return 2.11% 76% C+ 41% F
Total Return 12.38% 35% F 77% C+
Trailing 5 Years  
Capital Gain 72.76% 35% F 68% D+
Dividend Return 19.88% 76% C+ 53% F
Total Return 92.64% 24% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.40% 41% F 74% C
Dividend Return 14.37% 29% F 74% C
Total Return 1.98% 59% D- 46% F
Risk Return Profile  
Volatility (Standard Deviation) 31.67% 18% F 30% F
Risk Adjusted Return 45.38% 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.