WINC:NSD-Western Asset Short Duration Income ETF (USD)

ETF | Short-Term Bond |

Last Closing

USD 24.345

Change

-0.02 (-0.08)%

Market Cap

USD 0.01B

Volume

4.23K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in fixed income securities. The fund may invest up to 35% of its assets in below investment grade securities with no more than 5% of the fund's assets permitted to be invested in fixed income securities whose highest rating is rated below BB- BY S&P, BB- by Fitch or Ba3 my Moody's.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Short-Term Bond

Symbol Name Price(Change) Market Cap
VCSH Vanguard Short-Term Corporate ..

-0.10 (-0.12%)

USD 35.74B
IGSB iShares 1-5 Year Investment Gr..

-0.05 (-0.09%)

USD 21.24B
LMBS First Trust Low Duration Oppor..

+0.02 (+0.04%)

USD 4.53B
ISTB iShares Core 1-5 Year USD Bond

-0.05 (-0.10%)

USD 4.11B
SLQD iShares 0-5 Year Investment Gr..

-0.03 (-0.06%)

USD 2.12B
SUSB iShares ESG 1-5 Year USD Corpo..

-0.04 (-0.16%)

USD 0.95B
USTB VictoryShares USAA Core Short-..

-0.06 (-0.11%)

USD 0.73B
LDSF First Trust Low Duration Strat..

-0.01 (-0.03%)

USD 0.13B

ETFs Containing WINC

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 1.90% 17% F 51% F
Dividend Return 3.21% 72% C 67% D+
Total Return 5.12% 39% F 55% F
Trailing 12 Months  
Capital Gain 5.03% 39% F 49% F
Dividend Return 4.53% 72% C 65% D
Total Return 9.56% 72% C 52% F
Trailing 5 Years  
Capital Gain -5.45% 17% F 45% F
Dividend Return 13.94% 94% A 56% F
Total Return 8.49% 61% D- 46% F
Average Annual (5 Year Horizon)  
Capital Gain -1.19% N/A N/A 40% F
Dividend Return 1.66% N/A N/A 43% F
Total Return 2.84% N/A N/A 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 6.16% N/A N/A 92% A
Risk Adjusted Return 26.92% N/A N/A 60% D-
Market Capitalization 0.01B 6% D- 13% 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:
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.