SPDR Semiconductors ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$223.63
- Net Assets:$0 Million
- NAV:$232.2
- Premium-3.69%
- Peer Rank:236 of 397
- Investment Rating:C+
- Performance:B-
- RiskC+
We rate SPDR S&P Semiconductor ETF at C+. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking an Equity Income strategy.
Total return ranks very high in comparison with peers over the last three years. The SPDR S&P Semiconductor ETF has returned an annual rate of 13.16% since inception. More recently, the fund has generated a total return of 25.25% in the last five years, 10.14% in the last three years, and 14.47% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 99% of them. It has also outpaced 83% of its competitors on a three year basis and 66% of them over the last year for the period ending 2/29/2024. On a year to date basis, XSD has returned 3.23%.
Downside risk has been below average. XSD has a draw down risk of -37.60%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 37.6%. This fund has experienced excessive volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As XSD is an exchange traded fund, it has no front end or back end load.
The SPDR S&P Semiconductor ETF is managed by Karl A. Schneider at SSgA Funds Management Inc. This fund is one of 128 SSgA Funds Management Inc exchange-traded funds launched since 1/22/1993 that we track.