SPDRS&PPharmaceuticals ETFFind Ratings Reports
- Last Ratings Update:06/30/2016
- Price as of 06/30/2016 :$41.70
- Net Assets:$974.9 Million
- Peer Rank:24 of 32
- Investment Rating:D
We rate SPDR S&P Pharmaceuticals ETF at D. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Sector - Health/Biotechnology strategy.
POSITIVES AND RISKS
Total return ranks very high in comparison with peers over the last three years. The SPDR S&P Pharmaceuticals ETF has returned an annual rate of 13.61% since inception. More recently, the fund has generated a total return of 15.41% in the last five years, 13.00% in the last three years, and -23.13% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 92% of them. It has also outpaced 81% of its competitors on a three year basis and 8% of them over the last year for the period ending 6/30/2016. On a year to date basis, XPH has returned -16.99%.
Downside risk has been above average. XPH has a draw down risk of -69.27%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 25.9%. This fund has experienced excessive volatility in its monthly performance over the last 36 months. As of 6/30/2016, the fund was trading at a price of $41.70, which is 7.5% below its 52-week high of $45.08 and 5.9% above its 52-week low of $39.37.
Low expense ratio helps performance. As XPH is an exchange traded fund, it has no front end or back end load.
The SPDR S&P Pharmaceuticals ETF is managed by John A. Tucker at SSgA Funds Management Inc. This fund is one of 156 SSgA Funds Management Inc exchange-traded funds launched since 12/16/1998 that we track.