YLDE:NSD-ClearBridge Dividend Strategy ESG ETF

ETF | Large Blend | NASDAQ Global Market

Last Closing

USD 26.7

Change

0.00 (0.00)%

Market Cap

N/A

Volume

3.69K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 22/05/2017

Primary Benchmark: S&P 500 TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.59 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
DGRW WisdomTree U.S. Dividend Growt.. 0.28 %

+0.47 (+1.09%)

USD 2.68B
FTCS First Trust Capital Strength E.. 0.60 %

+0.52 (+0.94%)

USD 2.40B
USMC Principal U.S. Mega-Cap Multi-.. 0.12 %

+0.24 (+0.84%)

USD 1.68B
FEX First Trust Large Cap Core Alp.. 0.61 %

+0.72 (+1.21%)

USD 1.42B
SUSL iShares ESG MSCI USA Leaders E.. 0.00 %

+0.33 (+0.67%)

USD 1.16B
VONE Vanguard Russell 1000 Index Fu.. 0.12 %

+1.37 (+1.03%)

USD 1.16B
PKW Invesco BuyBack Achievers ETF 0.63 %

+0.78 (+1.28%)

USD 1.15B
CFO VictoryShares US 500 Enhanced .. 0.35 %

+0.45 (+0.94%)

USD 0.83B
CFA Compass EMP U.S. 500 Volatilit.. 0.35 %

+0.52 (+1.01%)

USD 0.73B
FVC First Trust Dorsey Wright Dyna.. 0.30 %

+0.26 (+0.98%)

USD 0.52B

ETFs Containing YLDE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.62% 78% C+ 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.62% 78% C+ 42% F
Trailing 12 Months  
Capital Gain -6.05% 81% B- 62% D-
Dividend Return 0.77% 24% F 15% F
Total Return -5.28% 71% C- 60% D-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.53% 19% F 43% F
Dividend Return 3.03% 19% F 39% F
Total Return 0.50% 24% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 5.31% 95% A 94% A
Risk Adjusted Return 57.19% 24% F 65% D
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.