ducovest

LMBS:NSD-First Trust Low Duration Opportunities ETF (USD)

ETF | Short-Term Bond |

Last Closing

USD 48.64

Change

0.00 (0.00)%

Market Cap

USD 4.55B

Volume

0.87M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund will seek to achieve its investment objectives by investing at least 60% of its net assets (including investment borrowings) in mortgage-related debt securities and other mortgage-related instruments (collectively, Mortgage-Related Investments). The advisor normally expects to invest in Mortgage-Related Investments tied to residential and commercial mortgages.

Company Website : http://www.ftportfolios.com/

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Short-Term Bond

Symbol Name Price(Change) Market Cap
VCSH Vanguard Short-Term Corporate ..

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IGSB iShares 1-5 Year Investment Gr..

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ISTB iShares Core 1-5 Year USD Bond

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 USD 4.07B
SLQD iShares 0-5 Year Investment Gr..

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 USD 2.12B
SUSB iShares ESG 1-5 Year USD Corpo..

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 USD 0.94B
USTB VictoryShares USAA Core Short-..

N/A

 USD 0.76B
LDSF First Trust Low Duration Strat..

N/A

 USD 0.13B
WINC Western Asset Short Duration I..

N/A

 USD 0.01B

ETFs Containing LMBS

FDIV MarketDesk Focused U.S. D.. 15.21 % 0.50 %

N/A

 USD 0.05B
HISF First Trust High Income S.. 15.15 % 0.00 %

N/A

 USD 0.05B
LDSF First Trust Low Duration .. 0.00 % 0.00 %

N/A

 USD 0.13B

Market Performance

  Market Performance vs. Industry/Classification (Short-Term Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.66% 44% F 50% F
Dividend Return 3.61% 67% D+ 64% D
Total Return 4.27% 33% F 52% F
Trailing 12 Months  
Capital Gain 2.68% 44% F 45% F
Dividend Return 4.54% 67% D+ 64% D
Total Return 7.22% 89% A- 49% F
Trailing 5 Years  
Capital Gain -6.30% 33% F 46% F
Dividend Return 13.69% 67% D+ 53% F
Total Return 7.39% 33% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain -1.63% 44% F 35% F
Dividend Return 0.64% 33% F 36% F
Total Return 2.27% 78% C+ 56% F
Risk Return Profile  
Volatility (Standard Deviation) 3.47% 100% F 96% N/A
Risk Adjusted Return 18.33% 56% F 52% F
Market Capitalization 4.55B 78% C+ 88% B+

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
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.