SPSM:NYE-SPDR® Portfolio S&P 600 Small Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 41.27

Change

+0.77 (+1.90)%

Market Cap

USD 10.27B

Volume

1.69M

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: 2024-04-23 )

Largest Industry Peers for Small Blend

ETFs Containing SPSM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.16% 27% F 33% F
Dividend Return 0.34% 86% B+ 19% F
Total Return -1.82% 31% F 29% F
Trailing 12 Months  
Capital Gain 14.23% 31% F 65% D
Dividend Return 1.91% 94% A 28% F
Total Return 16.14% 50% F 62% D
Trailing 5 Years  
Capital Gain 33.26% 50% F 66% D+
Dividend Return 6.81% 69% C- 23% F
Total Return 40.07% 50% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 10.06% 63% D 71% C-
Dividend Return 11.20% 63% D 69% C-
Total Return 1.14% 69% C- 27% F
Risk Return Profile  
Volatility (Standard Deviation) 30.11% 44% F 37% F
Risk Adjusted Return 37.20% 50% F 61% D-
Market Capitalization 10.27B 75% C 84% 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:
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:
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.

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.