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

ETF | Large Blend |

Last Closing

USD 47.53

Change

-0.73 (-1.51)%

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: 2024-04-30 )

Largest Industry Peers for Large Blend

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VTI Vanguard Total Stock Market In..

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VIG Vanguard Dividend Appreciation..

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RSP Invesco S&P 500® Equal Weight..

-0.14 (-0.08%)

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

+0.18 (+0.15%)

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

+0.08 (+0.13%)

USD 39.95B
SPLG SPDR® Portfolio S&P 500 ETF

+0.08 (+0.13%)

USD 36.33B
IWB iShares Russell 1000 ETF

+0.41 (+0.14%)

USD 35.14B

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 3.87% 33% F 68% D+
Dividend Return 0.19% 6% D- 8% B-
Total Return 4.06% 30% F 64% D
Trailing 12 Months  
Capital Gain 18.83% 39% F 73% C
Dividend Return 1.13% 18% F 13% F
Total Return 19.95% 39% F 70% C-
Trailing 5 Years  
Capital Gain 55.60% 40% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 55.60% 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 46% 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.