YLDE:NSD-ClearBridge Dividend Strategy ESG ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.705

Change

+0.16 (+0.31)%

Market Cap

USD 0.05B

Volume

800.00

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-11-11 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

-0.51 (-0.60%)

USD 14.54B
ESGU iShares ESG Aware MSCI USA ETF

-0.48 (-0.36%)

USD 13.31B
FTCS First Trust Capital Strength E..

-0.22 (-0.24%)

USD 8.86B
VONE Vanguard Russell 1000 Index Fu..

-0.86 (-0.32%)

USD 5.09B
VTHR Vanguard Russell 3000 Index Fu..

-1.15 (-0.43%)

USD 2.73B
USMC Principal U.S. Mega-Cap ETF

-0.16 (-0.27%)

USD 2.50B
FEX First Trust Large Cap Core Alp..

-0.74 (-0.67%)

USD 1.28B
PKW Invesco BuyBack Achievers ETF

-0.88 (-0.72%)

USD 1.22B
SUSL iShares ESG MSCI USA Leaders E..

-0.25 (-0.23%)

USD 1.09B
CATH Global X S&P 500® Catholic Va..

-0.36 (-0.49%)

USD 0.90B

ETFs Containing YLDE

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 18.77% 21% F 71% C-
Dividend Return 1.28% 74% C 27% F
Total Return 20.06% 21% F 71% C-
Trailing 12 Months  
Capital Gain 28.24% 26% F 65% D
Dividend Return 1.75% 79% B- 24% F
Total Return 29.99% 26% F 65% D
Trailing 5 Years  
Capital Gain 65.63% 42% F 75% C
Dividend Return 9.74% 63% D 32% F
Total Return 75.37% 42% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 11.34% 32% F 64% D
Dividend Return 12.86% 32% F 64% D
Total Return 1.52% 84% B 38% F
Risk Return Profile  
Volatility (Standard Deviation) 13.33% 84% B 85% B
Risk Adjusted Return 96.48% 84% B 96% N/A
Market Capitalization 0.05B 5% F 29% 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.

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.