SPDR S&P Capital Markets ETF (KCE)
KCE is a passive ETF by State Street tracking the investment results of the S&P Capital Markets Select Industry Index. KCE launched on Nov 8, 2005 and has a 0.35% expense ratio.
ETF Info
| ISIN | US78464A7717 |
|---|---|
| CUSIP | 78464A771 |
| Issuer | State Street |
| Inception Date | Nov 8, 2005 |
| Region | North America (U.S.) |
| Category | Financials Equities |
| Index Tracked | S&P Capital Markets Select Industry Index |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
KCE has a high expense ratio of 0.35%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: KCE vs. IAI, KCE vs. FXO, KCE vs. EUFN, KCE vs. COWZ, KCE vs. XLF, KCE vs. CALF, KCE vs. MOAT, KCE vs. BCD, KCE vs. IHI, KCE vs. OMFL
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR S&P Capital Markets ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SPDR S&P Capital Markets ETF had a return of 8.50% year-to-date (YTD) and 43.14% in the last 12 months. Over the past 10 years, SPDR S&P Capital Markets ETF had an annualized return of 11.43%, outperforming the S&P 500 benchmark which had an annualized return of 10.71%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.50% | 8.76% |
| 1 month | -0.69% | -0.28% |
| 6 months | 29.94% | 18.36% |
| 1 year | 43.14% | 25.94% |
| 5 years (annualized) | 17.11% | 12.51% |
| 10 years (annualized) | 11.43% | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.99% | 5.97% | 4.93% | -3.87% | ||||||||
| 2023 | -5.39% | 11.23% | 12.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of KCE is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
KCE (SPDR S&P Capital Markets ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P Capital Markets ETF (KCE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR S&P Capital Markets ETF granted a 1.78% dividend yield in the last twelve months. The annual payout for that period amounted to $1.96 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.96 | $1.86 | $1.90 | $1.59 | $1.66 | $1.37 | $1.28 | $1.13 | $1.03 | $1.06 | $0.81 | $0.87 |
Dividend yield | 1.78% | 1.82% | 2.42% | 1.53% | 2.20% | 2.32% | 2.67% | 1.95% | 2.30% | 2.43% | 1.59% | 1.73% |
Monthly Dividends
The table displays the monthly dividend distributions for SPDR S&P Capital Markets ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.56 | $0.00 | ||||||||
| 2023 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.63 |
| 2022 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.50 |
| 2021 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.61 |
| 2020 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.65 |
| 2019 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.40 |
| 2018 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.36 |
| 2017 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.30 |
| 2016 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.29 |
| 2015 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.30 |
| 2014 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.22 |
| 2013 | $0.15 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR S&P Capital Markets ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SPDR S&P Capital Markets ETF was 74.00%, occurring on Nov 20, 2008. Recovery took 2295 trading sessions.
The current SPDR S&P Capital Markets ETF drawdown is 0.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74% | Jun 22, 2007 | 359 | Nov 20, 2008 | 2295 | Jan 4, 2018 | 2654 |
| -40.78% | Feb 21, 2020 | 22 | Mar 23, 2020 | 141 | Oct 12, 2020 | 163 |
| -34.45% | Nov 4, 2021 | 155 | Jun 16, 2022 | 424 | Feb 26, 2024 | 579 |
| -26.45% | Mar 12, 2018 | 200 | Dec 24, 2018 | 247 | Dec 17, 2019 | 447 |
| -17.06% | Apr 20, 2006 | 39 | Jun 14, 2006 | 78 | Oct 4, 2006 | 117 |
Volatility
Volatility Chart
The current SPDR S&P Capital Markets ETF volatility is 4.73%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.