ducovest

LSST:NYE-Natixis Loomis Sayles Short Duration Income (USD)

ETF | Short-Term Bond |

Last Closing

USD 23.9

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

1.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-18 )

Largest Industry Peers for Short-Term Bond

Symbol Name Price(Change) Market Cap
SPSB SPDR Barclays Short Term Corpo..

N/A

 USD 8.08B
LDUR PIMCO Enhanced Low Duration Ac..

N/A

 USD 0.85B
FLTB Fidelity® Limited Term Bond E..

N/A

 USD 0.18B
IIGD Invesco Investment Grade Defen..

N/A

 USD 0.04B
NUSA Nuveen Enhanced Yield 1-5 Year..

N/A

 USD 0.03B
BSV Vanguard Short-Term Bond Index..

N/A

 N/A

ETFs Containing LSST

N/A

Market Performance

  Market Performance vs. Industry/Classification (Short-Term Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.17% 100% F 33% F
Dividend Return 1.41% 71% C- 55% F
Total Return 1.24% 86% B+ 33% F
Trailing 12 Months  
Capital Gain 0.84% 83% B 29% F
Dividend Return 4.24% 100% F 61% D-
Total Return 5.09% 100% F 30% F
Trailing 5 Years  
Capital Gain -4.55% 57% F 38% F
Dividend Return 11.20% 100% F 43% F
Total Return 6.65% 100% F 33% F
Average Annual (5 Year Horizon)  
Capital Gain -1.48% 57% F 32% F
Dividend Return 0.72% 86% B+ 30% F
Total Return 2.20% 86% B+ 50% F
Risk Return Profile  
Volatility (Standard Deviation) 3.46% 71% C- 96% N/A
Risk Adjusted Return 20.94% 86% B+ 43% F
Market Capitalization 0.02B 14% F 10% 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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.