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SPDR S&P Insurance ETF (KIE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US78464A7899

CUSIP

78464A789

Issuer

State Street

Inception Date

Nov 8, 2005

Region

North America (U.S.)

Leveraged

1x

Index Tracked

S&P Insurance Select Industry Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

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:
KIE vs. IAK KIE vs. KBWP KIE vs. XLF KIE vs. IAI KIE vs. PAVE KIE vs. TQQQ KIE vs. PEP KIE vs. JQUA KIE vs. FLOT KIE vs. SCHH
Popular comparisons:
KIE vs. IAK KIE vs. KBWP KIE vs. XLF KIE vs. IAI KIE vs. PAVE KIE vs. TQQQ KIE vs. PEP KIE vs. JQUA KIE vs. FLOT KIE vs. SCHH

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SPDR S&P Insurance ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
16.41%
11.50%
KIE (SPDR S&P Insurance ETF)
Benchmark (^GSPC)

Returns By Period

SPDR S&P Insurance ETF had a return of 32.92% year-to-date (YTD) and 35.62% in the last 12 months. Over the past 10 years, SPDR S&P Insurance ETF had an annualized return of 12.48%, outperforming the S&P 500 benchmark which had an annualized return of 11.13%.


KIE

YTD

32.92%

1M

3.00%

6M

16.41%

1Y

35.62%

5Y (annualized)

13.31%

10Y (annualized)

12.48%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

The table below presents the monthly returns of KIE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.04%4.69%5.11%-6.70%5.31%-2.25%8.85%4.13%0.78%-1.27%32.92%
20236.11%-0.35%-8.78%2.74%-5.69%7.59%3.91%0.14%0.36%0.40%6.02%0.36%12.18%
2022-0.94%-0.10%5.60%-7.33%2.88%-5.08%0.61%0.03%-4.61%14.38%3.05%-3.29%3.48%
2021-4.11%8.66%5.24%7.12%1.35%-2.60%-1.17%4.04%-4.19%6.75%-5.28%6.27%22.75%
20200.06%-10.44%-20.89%4.61%3.76%1.55%4.17%3.30%-4.31%1.39%14.32%3.96%-3.04%
20197.37%4.01%-1.98%7.60%-2.38%5.16%1.88%-2.77%5.08%-2.36%3.20%0.29%27.19%
20182.70%-3.55%2.46%-0.42%-1.59%-1.59%6.41%1.04%0.42%-6.30%3.10%-7.92%-5.99%
20170.47%4.80%-1.28%0.56%0.08%2.20%3.84%-3.34%2.15%2.33%1.54%-0.94%12.83%
2016-5.58%-0.85%6.83%0.84%4.64%-2.28%1.10%4.16%-0.66%0.27%8.63%3.34%21.42%
2015-5.80%6.08%1.01%-0.34%1.45%0.70%5.32%-4.53%-0.94%5.38%1.71%-3.40%5.97%
2014-6.74%3.55%2.54%-0.29%1.19%2.57%-4.72%6.18%-2.66%4.16%1.35%1.08%7.69%
20138.48%2.68%6.32%2.20%1.81%0.37%4.80%-3.82%4.68%5.37%4.26%1.58%45.64%

Expense Ratio

KIE features an expense ratio of 0.35%, falling within the medium range.


Expense ratio chart for KIE: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of KIE is 81, placing it in the top 19% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of KIE is 8181
Combined Rank
The Sharpe Ratio Rank of KIE is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of KIE is 7878
Sortino Ratio Rank
The Omega Ratio Rank of KIE is 7777
Omega Ratio Rank
The Calmar Ratio Rank of KIE is 9090
Calmar Ratio Rank
The Martin Ratio Rank of KIE is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for SPDR S&P Insurance ETF (KIE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for KIE, currently valued at 2.54, compared to the broader market0.002.004.002.542.46
The chart of Sortino ratio for KIE, currently valued at 3.36, compared to the broader market-2.000.002.004.006.008.0010.0012.003.363.31
The chart of Omega ratio for KIE, currently valued at 1.44, compared to the broader market0.501.001.502.002.503.001.441.46
The chart of Calmar ratio for KIE, currently valued at 4.40, compared to the broader market0.005.0010.0015.004.403.55
The chart of Martin ratio for KIE, currently valued at 14.22, compared to the broader market0.0020.0040.0060.0080.00100.0014.2215.76
KIE
^GSPC

The current SPDR S&P Insurance ETF Sharpe ratio is 2.54. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of SPDR S&P Insurance ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.54
2.46
KIE (SPDR S&P Insurance ETF)
Benchmark (^GSPC)

Dividends

Dividend History

SPDR S&P Insurance ETF provided a 1.28% dividend yield over the last twelve months, with an annual payout of $0.76 per share.


1.40%1.50%1.60%1.70%1.80%1.90%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.76$0.66$0.78$0.79$0.62$0.62$0.52$0.48$0.43$0.38$0.40$0.29

Dividend yield

1.28%1.45%1.90%1.95%1.85%1.76%1.83%1.56%1.55%1.65%1.81%1.38%

Monthly Dividends

The table displays the monthly dividend distributions for SPDR S&P Insurance ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.19$0.00$0.00$0.18$0.00$0.00$0.17$0.00$0.00$0.54
2023$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.22$0.66
2022$0.00$0.00$0.15$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.27$0.78
2021$0.00$0.00$0.17$0.00$0.00$0.21$0.00$0.00$0.19$0.00$0.00$0.22$0.79
2020$0.00$0.00$0.16$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.20$0.62
2019$0.00$0.00$0.16$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.17$0.62
2018$0.00$0.00$0.14$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.14$0.52
2017$0.00$0.00$0.09$0.00$0.00$0.11$0.00$0.00$0.10$0.00$0.00$0.18$0.48
2016$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.15$0.43
2015$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.13$0.38
2014$0.00$0.00$0.09$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.16$0.40
2013$0.08$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.29

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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.23%
-1.40%
KIE (SPDR S&P Insurance ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SPDR S&P Insurance 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 Insurance ETF was 75.30%, occurring on Mar 9, 2009. Recovery took 1054 trading sessions.

The current SPDR S&P Insurance ETF drawdown is 0.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.3%May 17, 2007456Mar 9, 20091054May 15, 20131510
-44.31%Feb 18, 202025Mar 23, 2020243Mar 10, 2021268
-17.88%Sep 24, 201864Dec 24, 201877Apr 16, 2019141
-15.69%Mar 30, 2022124Sep 26, 202243Nov 25, 2022167
-15.22%Dec 2, 201549Feb 11, 201671May 24, 2016120

Volatility

Volatility Chart

The current SPDR S&P Insurance ETF volatility is 5.87%, 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.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
5.87%
4.07%
KIE (SPDR S&P Insurance ETF)
Benchmark (^GSPC)