ducovest

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

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 39.84

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.57M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-16 )

Largest Industry Peers for Intermediate Core-Plus Bond

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

N/A

 USD 5.05B
HTRB Hartford Total Return Bond ETF

N/A

 USD 1.87B
GTO Invesco Total Return Bond ETF

N/A

 USD 1.76B
VBND Vident Core U.S. Bond Strategy..

N/A

 USD 0.45B
BYLD iShares Yield Optimized Bond E..

N/A

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

N/A

 USD 0.22B
FFIU Fieldstone UVA Unconstrained M..

N/A

 USD 0.05B
RFCI RiverFront Dynamic Core Income..

N/A

 USD 0.02B
FBND Fidelity® Total Bond ETF

N/A

 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 -1.02% 80% B- 27% F
Dividend Return 4.18% 90% A- 63% D
Total Return 3.16% 90% A- 30% F
Trailing 12 Months  
Capital Gain 3.00% 70% C- 28% F
Dividend Return 5.37% 90% A- 65% D
Total Return 8.37% 90% A- 31% F
Trailing 5 Years  
Capital Gain -18.48% 20% F 25% F
Dividend Return 17.96% 90% A- 58% F
Total Return -0.52% 30% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain -4.86% 10% F 13% F
Dividend Return -1.79% 30% F 15% F
Total Return 3.07% 90% A- 65% D
Risk Return Profile  
Volatility (Standard Deviation) 5.92% 90% A- 90% A-
Risk Adjusted Return -30.18% 20% 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.