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

ETF | Short-Term Bond |

Last Closing

USD 24.215

Change

-0.03 (-0.12)%

Market Cap

USD 0.01B

Volume

5.10K

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: 2024-10-03 )

Largest Industry Peers for Short-Term Bond

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

-0.18 (-0.23%)

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

-0.12 (-0.23%)

USD 21.31B
LMBS First Trust Low Duration Oppor..

-0.09 (-0.18%)

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

-0.11 (-0.23%)

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

-0.09 (-0.18%)

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

-0.05 (-0.20%)

USD 0.95B
USTB VictoryShares USAA Core Short-..

-0.03 (-0.06%)

USD 0.73B
LDSF First Trust Low Duration Strat..

-0.01 (-0.05%)

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 1.36% 11% F 51% F
Dividend Return 3.64% 100% F 71% C-
Total Return 5.00% 56% F 57% F
Trailing 12 Months  
Capital Gain 4.29% 22% F 47% F
Dividend Return 4.96% 100% F 69% C-
Total Return 9.25% 78% C+ 52% F
Trailing 5 Years  
Capital Gain -6.43% 22% F 46% F
Dividend Return 14.26% 100% F 59% D-
Total Return 7.83% 56% F 47% 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 11% F 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.