SPDR S&P Capital Markets is an open-end investment management company. The Fund seeks to closely match the returns and characteristics of the S&P Capital Markets Select Industry Index. The S&P Capital Markets Select Industry Index is a float-adjusted, modified-market, capitalization-weighted index that seeks to reflect the performance of the United States publicly traded companies that do business as broker dealers, asset managers, trust and custody banks or exchanges. The Fund invests all, but at least 80%, of its total assets in the securities consisting of the Index. As of June 30 2015, the Fund's total assets and investment portfolio totaled $190,729,949 and $190,486,042, respectively. The KCE YTD return is shown above.
The YTD Return on the KCE YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether KCE YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the KCE YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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