LMBS:NSD-First Trust Low Duration Opportunities ETF (USD)

EQUITY | Short-Term Bond | NASDAQ Global Market

Last Closing

USD 49.04

Change

0.00 (0.00)%

Market Cap

USD 0.31B

Volume

0.31M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to generate current income with a secondary objective of capital appreciation. Under normal market conditions, the fund will seek to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in mortgage-related debt securities and other mortgage-related instruments (collectively, "Mortgage-Related Investments"). The advisor normally expects to invest in Mortgage-Related Investments tied to residential and commercial mortgages. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-31 )

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USTB VictoryShares USAA Core Short-..

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LDSF First Trust Low Duration Strat..

+0.02 (+0.10%)

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WINC Western Asset Short Duration I..

+0.04 (+0.16%)

USD 0.01B

ETFs Containing LMBS

LDSF First Trust Low Duration .. 35.04 % 0.00 %

+0.02 (+0.27%)

USD 0.15B
HISF First Trust High Income S.. 14.82 % 0.00 %

+0.13 (+0.27%)

USD 0.05B
FDIV MarketDesk Focused U.S. D.. 14.78 % 0.50 %

+0.40 (+0.27%)

USD 0.05B

Market Performance

  Market Performance vs. Industry/Classification (Short-Term Bond) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.49% 56% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.49% 56% F 45% F
Trailing 12 Months  
Capital Gain 2.98% 56% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.98% 56% F 46% F
Trailing 5 Years  
Capital Gain -5.64% 56% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.64% 56% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain -1.87% N/A N/A 39% F
Dividend Return 0.49% N/A N/A 40% F
Total Return 2.37% N/A N/A 54% F
Risk Return Profile  
Volatility (Standard Deviation) 2.89% N/A N/A 98% N/A
Risk Adjusted Return 17.02% N/A N/A 52% F
Market Capitalization 0.31B 78% C+ 87% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Short-Term Bond) Ratio vs. Market (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio N/A N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike