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

ETF | Short-Term Bond |

Last Closing

USD 49.47

Change

+0.06 (+0.12)%

Market Cap

USD 4.53B

Volume

0.41M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund will seek to achieve its investment objectives by investing at least 60% 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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Short-Term Bond

Symbol Name Price(Change) Market Cap
USTB VictoryShares USAA Core Short-..

+0.04 (+0.08%)

USD 0.73B
LDSF First Trust Low Duration Strat..

+0.02 (+0.10%)

USD 0.13B

ETFs Containing LMBS

LDSF First Trust Low Duration .. 34.99 % 0.00 %

+0.02 (+0.36%)

USD 0.13B
FDIV MarketDesk Focused U.S. D.. 14.81 % 0.50 %

-0.10 (0.36%)

USD 0.05B
HISF First Trust High Income S.. 14.77 % 0.00 %

+0.17 (+0.36%)

USD 0.05B

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 2.38% 67% D+ 53% F
Dividend Return 2.91% 33% F 63% D
Total Return 5.29% 67% D+ 56% F
Trailing 12 Months  
Capital Gain 5.34% 67% D+ 49% F
Dividend Return 4.29% 33% F 62% D
Total Return 9.64% 67% D+ 52% F
Trailing 5 Years  
Capital Gain -5.07% 100% F 46% F
Dividend Return 11.71% 33% F 45% F
Total Return 6.64% 67% D+ 46% F
Average Annual (5 Year Horizon)  
Capital Gain -1.79% N/A N/A 38% F
Dividend Return 0.62% N/A N/A 40% F
Total Return 2.41% N/A N/A 54% F
Risk Return Profile  
Volatility (Standard Deviation) 3.06% N/A N/A 97% N/A
Risk Adjusted Return 20.23% N/A N/A 54% F
Market Capitalization 4.53B 100% F 88% B+

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