XLSR:NYE-SPDR® SSGA U.S. Sector Rotation ETF (USD)

ETF | Large Blend |

Last Closing

USD 48.26

Change

+0.07 (+0.13)%

Market Cap

USD 0.50B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-04-29 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

-1.09 (-0.21%)

USD 510.94B
IVV iShares Core S&P 500 ETF

-1.25 (-0.23%)

USD 455.09B
VOO Vanguard S&P 500 ETF

-0.93 (-0.19%)

USD 444.68B
VTI Vanguard Total Stock Market In..

-0.71 (-0.27%)

USD 390.30B
VIG Vanguard Dividend Appreciation..

+0.02 (+0.01%)

USD 77.23B
RSP Invesco S&P 500® Equal Weight..

-0.27 (-0.16%)

USD 55.86B
ITOT iShares Core S&P Total U.S. St..

-0.37 (-0.32%)

USD 54.16B
SCHX Schwab U.S. Large-Cap ETF

-0.15 (-0.24%)

USD 39.95B
IWB iShares Russell 1000 ETF

-0.80 (-0.27%)

USD 35.14B
VV Vanguard Large-Cap Index Fund ..

-0.41 (-0.17%)

USD 34.45B

ETFs Containing XLSR

N/A

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 5.47% 33% F 69% C-
Dividend Return 0.19% 6% D- 8% B-
Total Return 5.66% 32% F 66% D+
Trailing 12 Months  
Capital Gain 19.43% 41% F 74% C
Dividend Return 1.11% 19% F 13% F
Total Return 20.54% 41% F 71% C-
Trailing 5 Years  
Capital Gain 57.68% 43% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 57.68% 29% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.11% 39% F 71% C-
Dividend Return 11.26% 38% F 69% C-
Total Return 1.15% 35% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 16.50% 80% B- 65% D
Risk Adjusted Return 68.26% 43% F 89% A-
Market Capitalization 0.50B 45% F 45% F

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:
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.

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.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.