ducovest

LDSF:NSD-First Trust Low Duration Strategic Focus (USD)

ETF | Short-Term Bond |

Last Closing

USD 18.7754

Change

+0.01 (+0.05)%

Market Cap

USD 0.13B

Volume

5.77K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-06 )

Largest Industry Peers for Short-Term Bond

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

-0.05 (-0.06%)

 USD 34.51B
IGSB iShares 1-5 Year Investment Gr..

-0.04 (-0.08%)

 USD 20.88B
LMBS First Trust Low Duration Oppor..

-0.16 (-0.33%)

 USD 4.67B
ISTB iShares Core 1-5 Year USD Bond

-0.01 (-0.02%)

 USD 4.17B
SLQD iShares 0-5 Year Investment Gr..

-0.01 (-0.02%)

 USD 2.13B
SUSB iShares ESG 1-5 Year USD Corpo..

-0.01 (-0.04%)

 USD 0.99B
USTB VictoryShares USAA Core Short-..

-0.02 (-0.04%)

 USD 0.88B
WINC Western Asset Short Duration I..

-0.01 (-0.04%)

 USD 0.01B
LDRI iShares Trust

+0.78 (+3.14%)

 N/A

ETFs Containing LDSF

N/A

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 0.03% 67% D+ 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.03% 67% D+ 34% F
Trailing 12 Months  
Capital Gain 0.03% 11% F 48% F
Dividend Return 3.77% 78% C+ 63% D
Total Return 3.80% 22% F 50% F
Trailing 5 Years  
Capital Gain -8.77% 10% F 46% F
Dividend Return 14.09% 78% C+ 58% F
Total Return 5.32% 20% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain -1.84% 30% F 33% F
Dividend Return 0.89% 80% B- 36% F
Total Return 2.74% 89% A- 63% D
Risk Return Profile  
Volatility (Standard Deviation) 4.03% 80% B- 95% A
Risk Adjusted Return 22.18% 70% C- 54% F
Market Capitalization 0.13B 22% F 42% 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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.