LCR:NYE-Leuthold Core ETF (USD)

ETF | Others |

Last Closing

USD 35.5356

Change

+0.01 (+0.03)%

Market Cap

USD 0.09B

Volume

2.37K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively-managed exchanged-traded fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or investments such as commodities, volatility indexes and managed futures.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-19 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.16 (-0.80%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.02 (-0.03%)

USD 36.47B
DFAC Dimensional U.S. Core Equity 2..

+0.09 (+0.25%)

USD 31.32B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 26.94B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 26.72B
DTB DTE Energy Company 2020 Series

-0.12 (-0.62%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

+0.81 (+1.11%)

USD 15.23B
AVUV Avantis® U.S. Small Cap Value..

-0.30 (-0.30%)

USD 14.03B
JAAA Janus Detroit Street Trust - J..

N/A

USD 13.91B
CGDV Capital Group Dividend Value E..

-0.07 (-0.19%)

USD 11.53B

ETFs Containing LCR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.46% 55% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.46% 50% F 50% F
Trailing 12 Months  
Capital Gain 13.14% 53% F 52% F
Dividend Return 1.63% 30% F 22% F
Total Return 14.77% 50% F 47% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 7.20% 79% B- 59% D-
Dividend Return 7.45% 78% C+ 53% F
Total Return 0.24% 18% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 9.17% 56% F 82% B
Risk Adjusted Return 81.22% 86% B+ 90% A-
Market Capitalization 0.09B 58% F 26% 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.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.