LCLG:NYE-Advisors Series Trust - Logan Capital Broad Innovative Growth ETF (USD)

ETF | Others |

Last Closing

USD 45.53

Change

-0.34 (-0.74)%

Market Cap

USD 0.07B

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-16 )

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DFAT Dimensional U.S. Targeted Valu..

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ETFs Containing LCLG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.95% 88% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.95% 86% B+ 79% B-
Trailing 12 Months  
Capital Gain 35.63% 92% A 85% B
Dividend Return 1.16% 21% F 14% F
Total Return 36.79% 92% A 85% B
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 10.97% 92% A 72% C
Dividend Return 11.22% 91% A- 67% D+
Total Return 0.25% 16% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 14.66% 27% F 69% C-
Risk Adjusted Return 76.57% 96% N/A 93% A
Market Capitalization 0.07B 55% F 20% F

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.