SPDR Series (Mexico) Performance
| XRT Etf | MXN 1,408 166.00 10.55% |
The entity has a beta of 0.39, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SPDR Series' returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR Series is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SPDR Series Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Etf's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the ETF investors. ...more
| Fifty Two Week Low | 808.00 | |
| Fifty Two Week High | 1,014.00 | |
| Trailing Annual Dividend Yield | 0.07% |
SPDR |
SPDR Series Relative Risk vs. Return Landscape
If you would invest 169,500 in SPDR Series Trust on December 23, 2024 and sell it today you would lose (28,700) from holding SPDR Series Trust or give up 16.93% of portfolio value over 90 days. SPDR Series Trust is producing return of less than zero assuming 1.4859% volatility of returns over the 90 days investment horizon. Simply put, 13% of all etfs have less volatile historical return distribution than SPDR Series, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SPDR Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR Series' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR Series Trust, and traders can use it to determine the average amount a SPDR Series' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1966
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XRT |
Estimated Market Risk
| 1.49 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SPDR Series is not performing at its full potential. However, 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 Series by adding SPDR Series to a well-diversified portfolio.
SPDR Series Fundamentals Growth
SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR Series, and SPDR Series fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SPDR Etf performance.
| Price To Earning | 332.37 X | |||
| Price To Book | 2.33 X | |||
| Price To Sales | 0.43 X | |||
| Earnings Per Share | 2.43 X | |||
| Total Asset | 288.49 M | |||
About SPDR Series Performance
Evaluating SPDR Series' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SPDR Series has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if SPDR Series has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the retail segment of a U.S. total market composite index. SPDR SERIES is traded on Mexico Stock Exchange in Mexico.| SPDR Series Trust generated a negative expected return over the last 90 days | |
| The fund keeps 99.77% of its net assets in stocks |
Additional Information and Resources on Investing in SPDR Etf
When determining whether SPDR Series Trust offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SPDR Series' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Spdr Series Trust Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Spdr Series Trust Etf:Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in SPDR Series Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.