LRGE:NSD-ClearBridge Large Cap Growth ESG ETF (USD)

ETF | Large Growth |

Last Closing

USD 71.793

Change

+0.44 (+0.62)%

Market Cap

USD 0.37B

Volume

6.03K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-16 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
QQQ Invesco QQQ Trust

+1.42 (+0.30%)

USD 291.89B
VONG Vanguard Russell 1000 Growth I..

+0.20 (+0.21%)

USD 21.69B
ONEQ Fidelity® Nasdaq Composite In..

+0.03 (+0.04%)

USD 6.81B
FV First Trust Dorsey Wright Focu..

+0.11 (+0.19%)

USD 3.75B
QQEW First Trust NASDAQ-100 Equal W..

+0.12 (+0.10%)

USD 1.99B
QQQE Direxion NASDAQ-100 Equal Weig..

+0.09 (+0.10%)

USD 1.37B
FTC First Trust Large Cap Growth A..

+0.32 (+0.25%)

USD 1.11B
BKCH Global X Blockchain ETF

-1.69 (-3.53%)

USD 0.14B
QQXT First Trust NASDAQ-100 Ex-Tech..

+0.09 (+0.10%)

USD 0.13B
MILN Global X Millennials Consumer ..

+0.10 (+0.24%)

USD 0.12B

ETFs Containing LRGE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.30% 64% D 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.30% 64% D 78% C+
Trailing 12 Months  
Capital Gain 27.52% 64% D 81% B-
Dividend Return 0.11% 8% B- 1% F
Total Return 27.63% 64% D 80% B-
Trailing 5 Years  
Capital Gain 100.90% 86% B+ 83% B
Dividend Return 3.15% 38% F 10% F
Total Return 104.05% 86% B+ 82% B
Average Annual (5 Year Horizon)  
Capital Gain 16.25% 93% A 75% C
Dividend Return 16.76% 93% A 75% C
Total Return 0.51% 50% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 24.45% 50% F 70% C-
Risk Adjusted Return 68.57% 50% F 88% B+
Market Capitalization 0.37B 43% F 58% 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:
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.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.