TOTL:NYE-SPDR® DoubleLine Total Return Tactical ETF (USD)

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 40.09

Change

-0.11 (-0.26)%

Market Cap

N/A

Volume

0.48M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-05 )

Largest Industry Peers for Intermediate Core-Plus Bond

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

-0.37 (-0.40%)

USD 5.25B
HTRB Hartford Total Return Bond ETF

-0.11 (-0.32%)

USD 2.01B
GTO Invesco Total Return Bond ETF

-0.13 (-0.28%)

USD 1.84B
VBND Vident Core U.S. Bond Strategy..

-0.18 (-0.41%)

USD 0.45B
BYLD iShares Yield Optimized Bond E..

-0.01 (-0.04%)

USD 0.23B
IMTB iShares Core 5-10 Year USD Bon..

-0.20 (-0.45%)

USD 0.22B
FFIU Fieldstone UVA Unconstrained M..

-0.08 (-0.35%)

USD 0.04B
RFCI RiverFront Dynamic Core Income..

-0.07 (-0.31%)

USD 0.02B
FBND Fidelity® Total Bond ETF

-0.16 (-0.35%)

N/A

ETFs Containing TOTL

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 1.78% 90% A- 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.78% 70% C- 60% D-
Trailing 12 Months  
Capital Gain 0.48% 50% F 39% F
Dividend Return 3.37% 70% C- 53% F
Total Return 3.85% 70% C- 38% F
Trailing 5 Years  
Capital Gain -20.38% 10% F 22% F
Dividend Return 16.39% 90% A- 50% F
Total Return -3.99% 20% F 20% F
Average Annual (5 Year Horizon)  
Capital Gain -4.86% 10% F 12% F
Dividend Return -1.64% 40% F 14% F
Total Return 3.22% 90% A- 65% D
Risk Return Profile  
Volatility (Standard Deviation) 6.07% 90% A- 89% A-
Risk Adjusted Return -27.06% 30% F 9% A-
Market Capitalization N/A N/A N/A N/A N/A

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 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.