SPDR S&P Bank ETF (KBE)

$46.85
F Fund
-- Sector
Fund TypeETF
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Small Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
SPDR S&P Bank ETF 55 1.32 1.80% -14.02% 0.35%
U.S. Small Cap - Value 44 1.15 1.62% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 0.67% -0.22% 0.89%
Year-to-Date 1.80% 1.62% 0.18%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

55%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 55% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.35%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$454

Real cost (fees + lost compounding)

$561

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
90%

Return in excess of styles
(over past year)
-11.41%