ducovest

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

ETF | Intermediate Core-Plus Bond |

Last Closing

USD 40.02

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.19M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-09 )

Largest Industry Peers for Intermediate Core-Plus Bond

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

N/A

 USD 5.25B
HTRB Hartford Total Return Bond ETF

N/A

 USD 2.03B
GTO Invesco Total Return Bond ETF

N/A

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

N/A

 USD 0.45B
BYLD iShares Yield Optimized Bond E..

N/A

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

N/A

 USD 0.22B
FFIU Fieldstone UVA Unconstrained M..

N/A

 USD 0.05B
RFCI RiverFront Dynamic Core Income..

N/A

 USD 0.02B
FBND Fidelity® Total Bond ETF

N/A

 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 1.60% 80% B- 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.60% 60% D- 61% D-
Trailing 12 Months  
Capital Gain 0.02% 50% F 40% F
Dividend Return 3.36% 70% C- 54% F
Total Return 3.39% 70% C- 40% F
Trailing 5 Years  
Capital Gain -19.65% 10% F 20% F
Dividend Return 16.57% 90% A- 48% F
Total Return -3.08% 10% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -4.84% 10% F 12% F
Dividend Return -1.62% 40% F 14% F
Total Return 3.22% 90% A- 65% D
Risk Return Profile  
Volatility (Standard Deviation) 6.08% 90% A- 89% A-
Risk Adjusted Return -26.59% 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.