SPYX:ARCA-SPDR S&P 500 Fossil Fuel Reserves Free

ETF | Large Blend | NYSE Arca

Last Closing

USD 62.82

Change

0.00 (0.00)%

Market Cap

USD 0.11B

Volume

5.26K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Fossil Fuel Free Index. Normally, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The index is designed to measure the performance of companies in the S&P 500 Index that do not own fossil fuel reserves. The fund is non-diversified.

Inception Date: 30/11/2015

Primary Benchmark: S&P 500 Fossil Fuel Free NR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
SPY SPDR S&P 500 0.09 %

+3.50 (+1.33%)

USD 251.03B
IVV iShares Core S&P 500 0.04 %

+3.54 (+1.34%)

USD 159.78B
VTI Vanguard Total Stock Market 0.04 %

+1.75 (+1.30%)

USD 94.74B
VOO Vanguard S&P 500 0.04 %

+3.25 (+1.34%)

USD 89.09B
VIG Vanguard Div Appreciation 0.08 %

+1.63 (+1.61%)

USD 29.70B
IWB iShares Russell 1000 0.15 %

+1.88 (+1.29%)

USD 18.90B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.79 (+1.32%)

USD 16.75B
SCHX Schwab U.S. Large-Cap 0.03 %

+0.81 (+1.29%)

USD 14.45B
RSP Invesco S&P 500 Equal Weight 0.20 %

+1.48 (+1.52%)

USD 14.23B
USMV iShares Edge MSCI Min Vol USA 0.15 %

N/A

USD 13.46B

ETFs Containing SPYX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.09% 20% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.09% 20% F 33% F
Trailing 12 Months  
Capital Gain -6.82% 61% D- 60% D-
Dividend Return 1.27% 28% F 22% F
Total Return -5.56% 45% F 54% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 9.95% 95% A 79% C+
Dividend Return 11.12% 74% C 77% C+
Total Return 1.16% 40% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 9.43% 30% F 70% C-
Risk Adjusted Return 117.93% 66% D 91% A-
Market Capitalization 0.11B 65% D 37% 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:

There is nothing we particularly like

What to not like:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.