SPTM:NYE-SPDR® Portfolio S&P 1500 Composite Stock Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 63.39

Change

+0.07 (+0.11)%

Market Cap

USD 7.98B

Volume

0.39M

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: 2024-05-07 )

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ETFs Containing SPTM

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Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.45% 56% F 74% C
Dividend Return 0.35% 63% D 19% F
Total Return 8.81% 57% F 72% C
Trailing 12 Months  
Capital Gain 25.45% 54% F 77% C+
Dividend Return 1.70% 72% C 24% F
Total Return 27.15% 58% F 75% C
Trailing 5 Years  
Capital Gain 77.36% 64% D 82% B
Dividend Return 7.99% 45% F 27% F
Total Return 85.36% 60% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.29% 61% D- 75% C
Dividend Return 13.53% 62% D 74% C
Total Return 1.24% 51% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 19.35% 35% F 58% F
Risk Adjusted Return 69.94% 50% F 90% A-
Market Capitalization 7.98B 80% B- 82% 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.

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.