SPDR S&P Insurance ETF (KIE)
KIE is a passive ETF by State Street tracking the investment results of the S&P Insurance Select Industry Index. KIE launched on Nov 8, 2005 and has a 0.35% expense ratio.
ETF Info
| ISIN | US78464A7899 |
|---|---|
| CUSIP | 78464A789 |
| Issuer | State Street |
| Inception Date | Nov 8, 2005 |
| Region | North America (U.S.) |
| Category | Financials Equities |
| Leveraged | 1x |
| Index Tracked | S&P Insurance Select Industry Index |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
KIE features an expense ratio of 0.35%, falling within the medium range.
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
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.
Returns By Period
SPDR S&P Insurance ETF had a return of 32.43% year-to-date (YTD) and 38.31% in the last 12 months. Over the past 10 years, SPDR S&P Insurance ETF had an annualized return of 12.54%, outperforming the S&P 500 benchmark which had an annualized return of 11.43%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 32.43% | 25.82% |
| 1 month | 3.38% | 3.20% |
| 6 months | 17.18% | 14.94% |
| 1 year | 38.31% | 35.92% |
| 5 years (annualized) | 13.19% | 14.22% |
| 10 years (annualized) | 12.54% | 11.43% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.04% | 4.69% | 5.11% | -6.70% | 5.31% | -2.25% | 8.85% | 4.13% | 0.78% | -1.27% | 32.43% | ||
| 2023 | 6.11% | -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% |
| 2020 | 0.06% | -10.44% | -20.89% | 4.61% | 3.76% | 1.55% | 4.17% | 3.30% | -4.31% | 1.39% | 14.32% | 3.96% | -3.04% |
| 2019 | 7.37% | 4.01% | -1.98% | 7.60% | -2.38% | 5.16% | 1.88% | -2.77% | 5.08% | -2.36% | 3.20% | 0.29% | 27.19% |
| 2018 | 2.70% | -3.55% | 2.46% | -0.42% | -1.59% | -1.59% | 6.41% | 1.04% | 0.42% | -6.30% | 3.10% | -7.92% | -5.99% |
| 2017 | 0.47% | 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% |
| 2013 | 8.48% | 2.68% | 6.32% | 2.20% | 1.81% | 0.37% | 4.80% | -3.82% | 4.68% | 5.37% | 4.26% | 1.58% | 45.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of KIE is 77, placing it in the top 23% 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 Insurance ETF (KIE) 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 Insurance ETF provided a 1.28% dividend yield over the last twelve months, with an annual payout of $0.76 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.3% | May 17, 2007 | 456 | Mar 9, 2009 | 1054 | May 15, 2013 | 1510 |
| -44.31% | Feb 18, 2020 | 25 | Mar 23, 2020 | 243 | Mar 10, 2021 | 268 |
| -17.88% | Sep 24, 2018 | 64 | Dec 24, 2018 | 77 | Apr 16, 2019 | 141 |
| -15.69% | Mar 30, 2022 | 124 | Sep 26, 2022 | 43 | Nov 25, 2022 | 167 |
| -15.22% | Dec 2, 2015 | 49 | Feb 11, 2016 | 71 | May 24, 2016 | 120 |
Volatility
Volatility Chart
The current SPDR S&P Insurance ETF volatility is 6.13%, 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.