SPYV:NYE-SPDR® Portfolio S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 51.42

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.72M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-17 )

ETFs Containing SPYV

RHRX Starboard Investment Trus.. 24.72 % 0.00 %

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BAMA Brookstone Active ETF 19.53 % 0.00 %

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USD 0.04B

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.55% 27% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.55% 27% F 50% F
Trailing 12 Months  
Capital Gain 2.66% 10% F 55% F
Dividend Return 1.82% 74% C 37% F
Total Return 4.48% 10% F 49% F
Trailing 5 Years  
Capital Gain 80.48% 60% D- 68% D+
Dividend Return 15.19% 38% F 40% F
Total Return 95.68% 57% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 9.30% 34% F 68% D+
Dividend Return 10.82% 25% F 67% D+
Total Return 1.51% 19% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 17.33% 25% F 57% F
Risk Adjusted Return 62.44% 11% F 76% C+
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.