YLDE:NSD-ClearBridge Dividend Strategy ESG ETF (USD)

ETF | Large Blend |

Last Closing

USD 50.2878

Change

0.00 (0.00)%

Market Cap

USD 0.05B

Volume

2.04K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

ETFs Containing YLDE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.33% 21% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.33% 21% F 62% D
Trailing 12 Months  
Capital Gain 24.54% 26% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.54% 26% F 63% D
Trailing 5 Years  
Capital Gain 60.56% 37% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 60.56% 37% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.78% N/A N/A 67% D+
Dividend Return 12.33% N/A N/A 67% D+
Total Return 1.55% N/A N/A 37% F
Risk Return Profile  
Volatility (Standard Deviation) 13.16% N/A N/A 85% B
Risk Adjusted Return 93.72% N/A N/A 95% A
Market Capitalization 0.05B 5% F 28% 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:

There is nothing we particularly like

What to not like:
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.

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.