SQEW:NYE-Two Roads Shared Trust - LeaderShares Equity Skew ETF (USD)

ETF | Others |

Last Closing

USD 33.543

Change

0.00 (0.00)%

Market Cap

USD 0.10B

Volume

3.54K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively managed exchange traded fund (ETF) that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in equity securities. The adviser employs a contrarian strategy seeking to buy underperforming asset classes and/or factors and sell outperforming asset classes and/or factors based on quantitative research. It may have a higher degree of portfolio turnover than funds that seek to replicate the performance of an index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

ETFs Containing SQEW

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 7.46% 48% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.46% 40% F 41% F
Trailing 12 Months  
Capital Gain 16.39% 52% F 55% F
Dividend Return 1.28% 27% F 18% F
Total Return 17.66% 51% F 49% F
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 1.64% 57% F 44% F
Dividend Return 4.04% 64% D 44% F
Total Return 2.40% 77% C+ 51% F
Risk Return Profile  
Volatility (Standard Deviation) 14.35% 26% F 66% D+
Risk Adjusted Return 28.19% 50% F 46% F
Market Capitalization 0.10B 62% D 27% 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 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:
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.

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.