SPDR S&P Insurance ETF (KIE)

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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.

SPDR S&P Insurance ETF (KIE) has returned -8.09% so far this year and -7.67% over the past 12 months. Over the last ten years, KIE has returned 10.95% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 15, 2005, KIE's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +22.0%, while the worst month was Oct 2008 at -31.3%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, KIE closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +18.9%, while the worst single day was Mar 16, 2020 at -13.8%.

SPDR S&P Insurance ETF has an annualized alpha of -0.56%, beta of 1.13, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since November 16, 2005.

• This ETF participated in 108.07% of S&P 500 Index downside but only 104.27% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.13 and R² of 0.69, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

KIE has an expense ratio of 0.35%, placing it in the medium range.

KIE ranks 4 for risk / return — in the bottom 4% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for SPDR S&P Insurance ETF (KIE) and compare them to a chosen benchmark (S&P 500 Index).

SPDR S&P Insurance ETF provided a 1.68% dividend yield over the last twelve months, with an annual payout of $0.93 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 9.42%.

The chart below shows the rolling one-month volatility.