SPDR SP Performance

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KIE -- USA Etf  

USD 37.01  0.18  0.48%

The entity has beta of 0.146 which indicates as returns on market increase, SPDR SP returns are expected to increase less than the market. However during bear market, the loss on holding SPDR SP will be expected to be smaller as well. Although it is extremely important to respect SPDR SP Insurance current price movements, it is better to be realistic regarding the information on equity historical returns. The approach towards measuring future performance of any etf is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By examining SPDR SP Insurance technical indicators you can now evaluate if the expected return of 0.0816% will be sustainable into the future.

Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in SPDR SP Insurance ETF are ranked lower than 7 (%) of all global equities and portfolios over the last 30 days. In spite of rather sound fundamental drivers, SPDR SP is not utilizing all of its potentials. The ongoing stock price tumult, may contribute to shorter-term losses for the shareholders.
Fifty Two Week Low30.48
Fifty Two Week High37.57

SPDR SP Insurance Relative Risk vs. Return Landscape

If you would invest  3,522  in SPDR SP Insurance ETF on January 24, 2020 and sell it today you would earn a total of  179.00  from holding SPDR SP Insurance ETF or generate 5.08% return on investment over 30 days. SPDR SP Insurance ETF is generating 0.0816% of daily returns assuming volatility of 0.7692% on return distribution over 30 days investment horizon. In other words, 6% of equities are less volatile than the company and above 99% of equities are expected to generate higher returns over the next 30 days.
 Daily Expected Return (%) 
  Risk (%) 
Considering 30-days investment horizon, SPDR SP is expected to generate 0.96 times more return on investment than the market. However, the company is 1.04 times less risky than the market. It trades about 0.11 of its potential returns per unit of risk. The DOW is currently generating roughly 0.07 per unit of risk.

SPDR SP Market Risk Analysis

Sharpe Ratio = 0.1061
Good Returns
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SPDR SP Relative Performance Indicators

Estimated Market Risk
  actual daily
 6 %
of total potential
Expected Return
  actual daily
 1 %
of total potential
Risk-Adjusted Return
  actual daily
 7 %
of total potential
Based on monthly moving average SPDR SP is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SPDR SP by adding it to a well-diversified portfolio.

SPDR SP Alerts

Equity Alerts and Improvement Suggestions

The company reported last year revenue of 3.26 B. Reported Net Loss for the year was (247.38 M).
KBW INSURANCE ETF has about 249.02 M in cash with (76.39 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of -0.8419.
The fund maintains 99.76% of its assets in stocks

SPDR SP Dividends

SPDR SP Insurance Dividends Analysis

Check SPDR SP Insurance dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
Please see Stocks Correlation. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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