SQEW:NYE-Two Roads Shared Trust - LeaderShares Equity Skew ETF (USD)

ETF | Others |

Last Closing

USD 34.188

Change

-0.56 (-1.62)%

Market Cap

USD 0.10B

Volume

2.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively managed exchange traded fund (ETF) that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in equity securities. The adviser employs a contrarian strategy seeking to buy underperforming asset classes and/or factors and sell outperforming asset classes and/or factors based on quantitative research. It may have a higher degree of portfolio turnover than funds that seek to replicate the performance of an index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing SQEW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.52% 54% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.52% 55% F 60% D-
Trailing 12 Months  
Capital Gain 22.51% 56% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.51% 57% F 59% D-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.99% 56% F 44% F
Dividend Return 4.40% 65% D 44% F
Total Return 2.41% 78% C+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 14.48% 28% F 67% D+
Risk Adjusted Return 30.39% 49% F 47% F
Market Capitalization 0.10B 61% D- 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.