ducovest

SPIB:NYE-SPDR Barclays Intermediate Term Corporate Bond (USD)

ETF | Corporate Bond |

Last Closing

USD 32.69

Change

-0.04 (-0.12)%

Market Cap

USD 7.74B

Volume

1.19M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
LQD iShares iBoxx $ Investment Gra..

N/A

 USD 28.03B
CORP PIMCO Investment Grade Corpora..

N/A

 USD 1.10B
QLTA iShares Aaa - A Rated Corporat..

N/A

 USD 1.02B
GIGB Goldman Sachs Access Investmen..

N/A

 USD 0.73B
FLCO Franklin Liberty Investment Gr..

N/A

 USD 0.35B
LQDH iShares Interest Rate Hedged C..

N/A

 USD 0.32B
KORP American Century Diversified C..

N/A

 USD 0.26B
IBD Northern Lights Fund Trust IV ..

N/A

 USD 0.26B
FCOR Fidelity® Corporate Bond ETF

N/A

 USD 0.21B
IGBH iShares Interest Rate Hedged L..

N/A

 USD 0.10B

ETFs Containing SPIB

AGGE 0.00 % 0.21 %

N/A

 N/A
DWFI 0.00 % 0.15 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.43% 87% B+ 29% F
Dividend Return 0.69% 25% F 40% F
Total Return 0.27% 69% C- 28% F
Trailing 12 Months  
Capital Gain 1.11% 71% C- 33% F
Dividend Return 4.00% 79% B- 59% D-
Total Return 5.12% 79% B- 33% F
Trailing 5 Years  
Capital Gain -4.33% 88% B+ 38% F
Dividend Return 10.57% 31% F 41% F
Total Return 6.24% 88% B+ 34% F
Average Annual (5 Year Horizon)  
Capital Gain -1.88% 87% B+ 33% F
Dividend Return 0.13% 87% B+ 29% F
Total Return 2.01% 33% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 5.74% 87% B+ 91% A-
Risk Adjusted Return 2.20% 87% B+ 30% F
Market Capitalization 7.74B 94% A 80% B-

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

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