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

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 40.12

Change

+0.06 (+0.15)%

Market Cap

N/A

Volume

0.37M

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: 2024-11-05 )

Largest Industry Peers for Intermediate Core-Plus Bond

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

+0.18 (+0.20%)

USD 4.96B
HTRB Hartford Total Return Bond ETF

+0.05 (+0.15%)

USD 1.87B
GTO Invesco Total Return Bond ETF

+0.10 (+0.21%)

USD 1.73B
VBND Vident Core U.S. Bond Strategy..

+0.16 (+0.36%)

USD 0.45B
BYLD iShares Yield Optimized Bond E..

+0.08 (+0.36%)

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

+0.07 (+0.16%)

USD 0.23B
FFIU Fieldstone UVA Unconstrained M..

-0.01 (-0.05%)

USD 0.05B
RFCI RiverFront Dynamic Core Income..

+0.05 (+0.22%)

USD 0.02B
FBND Fidelity® Total Bond ETF

+0.10 (+0.22%)

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 -30.88% 50% F 25% F
Total Return -31.20% 20% F 16% F
Trailing 12 Months  
Capital Gain 4.81% 60% D- 33% F
Dividend Return -31.43% 50% F 26% F
Total Return -26.63% 20% F 15% F
Trailing 5 Years  
Capital Gain -17.74% 20% F 33% F
Dividend Return -13.50% 75% C 51% F
Total Return -31.24% 20% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain -4.89% 25% F 13% F
Dividend Return -1.60% 50% F 16% F
Total Return 3.29% 92% A 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 5.54% 92% A 90% A-
Risk Adjusted Return -28.91% 33% F 9% A-
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.