DIAL:NYE-Columbia Diversified Fixed Income Allocation (USD)

ETF | Multisector Bond |

Last Closing

USD 17.615

Change

+0.01 (+0.03)%

Market Cap

USD 0.39B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of its assets in securities within the index or in securities, that the fund"s investment adviser determines have economic characteristics that are substantially the same as the economic characteristics of the securities within the index. The index reflects a rules-based multi-sector strategic beta approach to measuring the performance of the debt market through representation of six segments of the debt market in the index, each focused on yield, quality, and liquidity of the particular segment.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Multisector Bond

Symbol Name Price(Change) Market Cap
FISR SPDR® SSGA Fixed Income Secto..

+0.02 (+0.08%)

USD 0.29B
NFLT Virtus Newfleet Multi-Sector B..

-0.07 (-0.29%)

USD 0.22B

ETFs Containing DIAL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Multisector Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.41% 67% D+ 29% F
Dividend Return 3.76% 67% D+ 55% F
Total Return 1.35% 67% D+ 29% F
Trailing 12 Months  
Capital Gain -2.29% 67% D+ 30% F
Dividend Return 3.77% 67% D+ 54% F
Total Return 1.48% 67% D+ 31% F
Trailing 5 Years  
Capital Gain -15.27% 67% D+ 32% F
Dividend Return 14.94% 67% D+ 50% F
Total Return -0.33% 67% D+ 27% F
Average Annual (5 Year Horizon)  
Capital Gain -3.75% 67% D+ 16% F
Dividend Return -1.10% 67% D+ 16% F
Total Return 2.65% 67% D+ 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 8.36% 33% F 84% B
Risk Adjusted Return -13.19% 67% D+ 13% F
Market Capitalization 0.39B 100% F 45% 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:
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.