Consumer Staples Select Etf Three Year Return
| XLP Etf | USD 75.59 0.16 0.21% |
Consumer Staples Select fundamentals help investors to digest information that contributes to Consumer Staples' financial success or failures. It also enables traders to predict the movement of Consumer Etf. The fundamental analysis module provides a way to measure Consumer Staples' 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 Consumer Staples etf.
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Consumer Staples Select ETF Three Year Return Analysis
Consumer Staples' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Consumer Staples Three Year Return | 5.90 % |
Most of Consumer Staples' fundamental indicators, such as Three 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, Consumer Staples Select is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Consumer Staples Select has a Three Year Return of 5.9%. This is 51.76% lower than that of the SPDR State Street Global Advisors family and significantly higher than that of the Consumer Defensive category. The three year return for all United States etfs is 82.66% lower than that of the firm.
Consumer Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Consumer Staples' direct or indirect competition against its Three 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 Consumer Staples could also be used in its relative valuation, which is a method of valuing Consumer Staples by comparing valuation metrics of similar companies.Consumer Staples is currently under evaluation in three year return as compared to similar ETFs.
Fund Asset Allocation for Consumer Staples
The fund invests 99.89% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Consumer Staples' 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.
Consumer Fundamentals
| Price To Earning | 3.66 X | |||
| Price To Book | 4.47 X | |||
| Price To Sales | 1.35 X | |||
| Gross Profit | 326.39 M | |||
| Earnings Per Share | 7.58 X | |||
| Number Of Employees | 13 | |||
| Beta | 0.58 | |||
| Market Capitalization | 15.9 B | |||
| Total Asset | 14.4 B | |||
| One Year Return | 2.10 % | |||
| Three Year Return | 5.90 % | |||
| Five Year Return | 8.60 % | |||
| Ten Year Return | 8.40 % | |||
| Net Asset | 14.4 B | |||
| Last Dividend Paid | 0.0903 | |||
| Equity Positions Weight | 99.89 % |
About Consumer Staples Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Consumer Staples Select's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Consumer Staples using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Consumer Staples Select 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Consumer Staples Select is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Consumer Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Consumer Staples Select Etf. Highlighted below are key reports to facilitate an investment decision about Consumer Staples Select Etf:Check out Consumer Staples Piotroski F Score and Consumer Staples Altman Z Score analysis. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
The market value of Consumer Staples Select is measured differently than its book value, which is the value of Consumer that is recorded on the company's balance sheet. Investors also form their own opinion of Consumer Staples' value that differs from its market value or its book value, called intrinsic value, which is Consumer Staples' 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 Consumer Staples' market value can be influenced by many factors that don't directly affect Consumer Staples' 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 Consumer Staples' value and its price as these two are different measures arrived at by different means. Investors typically determine if Consumer Staples is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Consumer Staples' 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.