ducovest

LSAF:NYE-LeaderSharesTM AlphaFactor® US Core Equity ETF (USD)

ETF | Large Blend |

Last Closing

USD 42.09

Change

-0.48 (-1.13)%

Market Cap

USD 0.16B

Volume

2.30K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, at least 80% of the fund's net assets, including any borrowings for investment purposes, will be invested in a diversified portfolio of equity securities of U.S. common stocks included in the index. The index utilizes a quantitative rules-based investment methodology that applies a multi-factor ranking process and is focused on the largest 1,000 U.S. common stocks based on market capitalization.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.91 (-0.31%)

 USD 441.03B
SCHX Schwab U.S. Large-Cap ETF

-0.04 (-0.17%)

 USD 50.43B
SPLG SPDR® Portfolio S&P 500 ETF

-0.10 (-0.15%)

 USD 47.99B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.36 (-0.31%)

 USD 13.22B
DYNF BlackRock US Equity Factor Rot..

-0.03 (-0.06%)

 USD 12.55B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.19 (-0.27%)

 USD 9.35B
SPLV Invesco S&P 500® Low Volatili..

-0.62 (-0.85%)

 USD 7.69B
JQUA JPMorgan U.S. Quality Factor E..

-0.30 (-0.52%)

 USD 5.20B
SCHK Schwab 1000 ETF

-0.05 (-0.18%)

 USD 3.89B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.37%)

 USD 3.76B

ETFs Containing LSAF

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 22.15% 69% C- 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.15% 69% C- 79% B-
Trailing 12 Months  
Capital Gain 37.46% 67% D+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.46% 67% D+ 77% C+
Trailing 5 Years  
Capital Gain 66.96% 50% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 66.96% 50% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.35% 38% F 72% C
Dividend Return 12.96% 32% F 69% C-
Total Return 0.61% 6% D- 14% F
Risk Return Profile  
Volatility (Standard Deviation) 18.70% 56% F 56% F
Risk Adjusted Return 69.30% 38% F 83% B
Market Capitalization 0.16B 42% F 33% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.