Industrial Select Sector Etf Five Year Return
| XLI Etf | USD 122.02 0.88 0.72% |
Industrial Select Sector fundamentals help investors to digest information that contributes to Industrial Select's financial success or failures. It also enables traders to predict the movement of Industrial Etf. The fundamental analysis module provides a way to measure Industrial Select's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Industrial Select etf.
Industrial |
Industrial Select Sector ETF Five Year Return Analysis
Industrial Select's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Industrial Select Five Year Return | 11.60 % |
Most of Industrial Select's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Industrial Select Sector is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Industrial Select Sector has a Five Year Return of 11.6%. This is 21.34% higher than that of the SPDR State Street Global Advisors family and significantly higher than that of the Industrials category. The five year return for all United States etfs is notably lower than that of the firm.
Industrial Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Industrial Select's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Industrial Select could also be used in its relative valuation, which is a method of valuing Industrial Select by comparing valuation metrics of similar companies.Industrial Select is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for Industrial Select
The fund invests 99.81% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Industrial Select's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Industrial Fundamentals
| Price To Earning | 3.43 X | |||
| Price To Book | 3.89 X | |||
| Price To Sales | 1.64 X | |||
| Gross Profit | 229.34 M | |||
| Earnings Per Share | 9.15 X | |||
| Beta | 1.1 | |||
| Market Capitalization | 13.67 B | |||
| Total Asset | 11.16 B | |||
| One Year Return | 25.40 % | |||
| Three Year Return | 8.50 % | |||
| Five Year Return | 11.60 % | |||
| Ten Year Return | 11.20 % | |||
| Net Asset | 11.16 B | |||
| Last Dividend Paid | 0.31 | |||
| Equity Positions Weight | 99.81 % |
About Industrial Select Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Industrial Select Sector's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Industrial Select using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Industrial Select Sector based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Industrial Select Implied Volatility | 24.1 |
Industrial Select's implied volatility exposes the market's sentiment of Industrial Select Sector stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Industrial Select's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Industrial Select stock will not fluctuate a lot when Industrial Select's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Industrial Select in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Industrial Select's short interest history, or implied volatility extrapolated from Industrial Select options trading.
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Check out Industrial Select Piotroski F Score and Industrial Select Altman Z Score analysis. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
The market value of Industrial Select Sector is measured differently than its book value, which is the value of Industrial that is recorded on the company's balance sheet. Investors also form their own opinion of Industrial Select's value that differs from its market value or its book value, called intrinsic value, which is Industrial Select's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Industrial Select's market value can be influenced by many factors that don't directly affect Industrial Select's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Industrial Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Industrial Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Industrial Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.