ducovest

HTRB:NYE-Hartford Total Return Bond ETF (USD)

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 33.64

Change

0.00 (0.00)%

Market Cap

USD 1.87B

Volume

0.24M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of its net assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20% of its net assets in securities rated below investment grade (also known as junk bonds). The fund may invest up to 40% of its net assets in debt securities of foreign issuers, including from emerging markets, and up to 20% of its net assets in non-dollar securities.

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 Intermediate Core-Plus Bond

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

N/A

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GTO Invesco Total Return Bond ETF

N/A

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

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 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
TOTL SPDR® DoubleLine Total Return..

N/A

 N/A

ETFs Containing HTRB

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 -1.15% 60% D- 27% F
Dividend Return 3.46% 20% F 55% F
Total Return 2.32% 50% F 27% F
Trailing 12 Months  
Capital Gain 3.10% 80% B- 28% F
Dividend Return 4.48% 40% F 57% F
Total Return 7.58% 60% D- 29% F
Trailing 5 Years  
Capital Gain -18.89% 10% F 24% F
Dividend Return 20.72% 100% F 65% D
Total Return 1.83% 60% D- 26% F
Average Annual (5 Year Horizon)  
Capital Gain -4.58% 20% F 13% F
Dividend Return -1.17% 70% C- 17% F
Total Return 3.41% 100% F 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 7.23% 40% F 86% B+
Risk Adjusted Return -16.25% 80% B- 13% F
Market Capitalization 1.87B 88% B+ 66% D+

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.

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:
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.