LCR:NYE-Managed Portfolio Series (USD)

ETF | Others |

Last Closing

USD 35.26

Change

0.00 (0.00)%

Market Cap

USD 0.08B

Volume

5.02K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-08 )

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 2.67% 63% D 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.67% 63% D 57% F
Trailing 12 Months  
Capital Gain 7.68% 52% F 55% F
Dividend Return 1.95% 39% F 32% F
Total Return 9.63% 51% F 50% F
Trailing 5 Years  
Capital Gain 38.01% 60% D- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.01% 55% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 7.50% 77% C+ 58% F
Dividend Return 7.85% 76% C+ 52% F
Total Return 0.35% 21% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 9.08% 55% F 81% B-
Risk Adjusted Return 86.43% 87% B+ 90% A-
Market Capitalization 0.08B 55% F 25% 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.