TOTL:NYE-SPDR® DoubleLine Total Return Tactical ETF (USD)

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 40.38

Change

-0.29 (-0.71)%

Market Cap

N/A

Volume

1.35M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Intermediate Core-Plus Bond

Symbol Name Price(Change) Market Cap
BOND PIMCO Active Bond Exchange-Tra..

-0.62 (-0.67%)

USD 4.98B
HTRB Hartford Total Return Bond ETF

-0.24 (-0.70%)

USD 1.88B
GTO Invesco Total Return Bond ETF

-0.47 (-0.99%)

USD 1.74B
VBND Vident Core U.S. Bond Strategy..

-0.30 (-0.68%)

USD 0.45B
BYLD iShares Yield Optimized Bond E..

-0.14 (-0.62%)

USD 0.24B
IMTB iShares Core 5-10 Year USD Bon..

-0.31 (-0.70%)

USD 0.24B
FFIU Fieldstone UVA Unconstrained M..

-0.19 (-0.88%)

USD 0.05B
RFCI RiverFront Dynamic Core Income..

-0.12 (-0.53%)

USD 0.02B
FBND Fidelity® Total Bond ETF

-0.31 (-0.67%)

N/A

ETFs Containing TOTL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core-Plus Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.32% 90% A- 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.32% 90% A- 38% F
Trailing 12 Months  
Capital Gain 6.97% 20% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.97% 40% F 38% F
Trailing 5 Years  
Capital Gain -17.68% 10% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -17.68% 30% F 35% F
Average Annual (5 Year Horizon)  
Capital Gain -4.94% 10% F 14% F
Dividend Return -1.62% 30% F 16% F
Total Return 3.33% 90% A- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 5.45% 90% A- 91% A-
Risk Adjusted Return -29.63% 20% F 10% F
Market Capitalization N/A N/A N/A N/A N/A

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.