LCLG:NYE-Advisors Series Trust - Logan Capital Broad Innovative Growth ETF (USD)

ETF | Others |

Last Closing

USD 49.0522

Change

-0.05 (-0.10)%

Market Cap

USD 0.07B

Volume

2.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-04 )

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ETFs Containing LCLG

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 21.69% 89% A- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.69% 89% A- 81% B-
Trailing 12 Months  
Capital Gain 39.47% 93% A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.47% 93% A 83% B
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 15.44% 94% A 77% C+
Dividend Return 15.82% 94% A 75% C
Total Return 0.38% 21% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 16.21% 21% F 62% D
Risk Adjusted Return 97.59% 98% N/A 96% N/A
Market Capitalization 0.07B 55% F 23% 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

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

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.