HDUS:NYE-Lattice Strategies Trust - Hartford Disciplined US Equity ETF (USD)

ETF | Others |

Last Closing

USD 50.8808

Change

+0.18 (+0.35)%

Market Cap

USD 0.10B

Volume

4.41K

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: 2024-03-28 )

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DFAC Dimensional U.S. Core Equity 2..

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GBTC Grayscale Bitcoin Trust (BTC)

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

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USD 10.49B
DFUV Dimensional US Marketwide Valu..

N/A

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

N/A

USD 9.40B

ETFs Containing HDUS

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 9.49% 78% C+ 73% C
Dividend Return 0.35% 30% F 21% F
Total Return 9.84% 78% C+ 73% C
Trailing 12 Months  
Capital Gain 25.17% 77% C+ 75% C
Dividend Return 1.59% 34% F 23% F
Total Return 26.76% 77% C+ 73% C
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 4.52% 79% B- 59% D-
Dividend Return 4.81% 76% C+ 52% F
Total Return 0.29% 24% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 8.61% 53% F 84% B
Risk Adjusted Return 55.90% 83% B 83% B
Market Capitalization 0.10B 64% D 24% 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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.