KMLM:NYE-KFA Mount Lucas Index Strategy ETF (USD)

ETF | Others |

Last Closing

USD 26.57

Change

-0.15 (-0.56)%

Market Cap

USD 0.19B

Volume

0.08M

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: 2025-06-03 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.04 (+0.23%)

USD 65.72B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 46.95B
JEPI JPMorgan Equity Premium Income..

+0.01 (+0.02%)

USD 39.24B
DFAC Dimensional U.S. Core Equity 2..

-0.08 (-0.23%)

USD 32.40B
JPST JPMorgan Ultra-Short Income ET..

-0.03 (-0.06%)

USD 30.70B
DTB DTE Energy Company 2020 Series

+0.04 (+0.23%)

USD 26.58B
JAAA Janus Detroit Street Trust - J..

-0.04 (-0.08%)

USD 20.80B
GBTC Grayscale Bitcoin Trust (BTC)

-2.47 (-2.99%)

USD 19.42B
CGDV Capital Group Dividend Value E..

+0.05 (+0.13%)

USD 16.17B
AVUV Avantis® U.S. Small Cap Value..

-0.08 (-0.09%)

USD 14.82B

ETFs Containing KMLM

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 -5.44% 17% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.44% 17% F 26% F
Trailing 12 Months  
Capital Gain -8.09% 15% F 25% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.09% 12% F 20% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.51% 47% F 41% F
Dividend Return 0.51% 33% F 28% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 13.14% 30% F 68% D+
Risk Adjusted Return 3.85% 29% F 27% F
Market Capitalization 0.19B 68% D+ 34% 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:

There is nothing we particularly like

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.

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.