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
US78464A7717
78464A771
Nov 8, 2005
North America (U.S.)
1x
S&P Capital Markets Select Industry Index
Multi-Cap
Blend
Share Price Chart
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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 42.89% year-to-date (YTD) and 65.44% in the last 12 months. Over the past 10 years, SPDR S&P Capital Markets ETF had an annualized return of 13.94%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
KCE
42.89%
5.98%
28.53%
65.44%
22.52%
13.94%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of KCE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.99% | 5.97% | 4.93% | -3.87% | 4.61% | -0.33% | 9.72% | 0.37% | 3.27% | 5.67% | 42.89% | ||
| 2023 | 13.30% | -1.28% | -5.29% | -1.65% | -3.21% | 7.86% | 7.98% | -2.01% | -3.01% | -5.39% | 11.23% | 12.40% | 32.05% |
| 2022 | -8.04% | -3.33% | -0.34% | -13.61% | 3.93% | -10.50% | 11.92% | -1.91% | -10.14% | 11.08% | 7.17% | -6.86% | -22.14% |
| 2021 | -1.05% | 8.20% | 5.07% | 6.30% | 3.39% | 1.83% | 1.34% | 4.48% | -3.93% | 11.87% | -4.21% | 2.05% | 40.04% |
| 2020 | 2.14% | -8.54% | -17.11% | 14.33% | 5.81% | 2.68% | 2.90% | 4.43% | -3.34% | 4.17% | 14.18% | 10.09% | 30.83% |
| 2019 | 8.71% | 5.58% | -2.34% | 7.88% | -8.22% | 5.91% | 2.61% | -5.29% | 2.11% | 1.74% | 6.55% | 0.54% | 27.13% |
| 2018 | 3.45% | 0.60% | -2.82% | 1.30% | 1.27% | -2.46% | 2.14% | -1.00% | -3.66% | -7.07% | 1.95% | -9.67% | -15.63% |
| 2017 | 2.38% | 3.83% | -1.37% | 0.34% | -1.81% | 7.37% | 3.68% | -2.74% | 6.16% | 1.87% | 6.13% | 2.83% | 32.01% |
| 2016 | -15.87% | -1.83% | 8.91% | 2.29% | 3.62% | -11.83% | 8.46% | 5.02% | -1.10% | -3.06% | 14.01% | 0.87% | 5.57% |
| 2015 | -8.51% | 7.65% | 0.98% | 0.48% | 0.30% | 0.64% | -0.51% | -10.85% | -7.40% | 7.28% | 4.88% | -5.93% | -12.33% |
| 2014 | -5.63% | 2.37% | 1.76% | -3.71% | -0.59% | 5.33% | -3.21% | 3.78% | -2.60% | 1.96% | 1.12% | 3.21% | 3.18% |
| 2013 | 11.23% | 1.53% | 2.34% | -0.43% | 6.65% | -3.46% | 8.26% | -4.67% | 4.02% | 6.35% | 6.01% | 4.52% | 49.88% |
Expense Ratio
KCE features an expense ratio of 0.35%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of KCE is 94, placing it in the top 6% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 provided a 1.56% dividend yield over the last twelve months, with an annual payout of $2.24 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.24 | $1.86 | $1.91 | $1.59 | $1.66 | $1.37 | $1.28 | $1.13 | $1.03 | $1.06 | $0.81 | $0.87 |
Dividend yield | 1.56% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $1.61 | |
| 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 | $1.86 |
| 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 | $1.91 |
| 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 | $1.59 |
| 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 | $1.66 |
| 2019 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.41 | $1.37 |
| 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 | $1.28 |
| 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 | $1.13 |
| 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 | $1.03 |
| 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 | $1.06 |
| 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 | $0.81 |
| 2013 | $0.15 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.87 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 1.37%.
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 8.74%, 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.