HTAB:NYE-Hartford Schroders Tax-Aware Bond ETF (USD)

ETF | Others |

Last Closing

USD 21.21

Change

+0.02 (+0.09)%

Market Cap

USD 0.07B

Volume

100.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for Others

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DTB DTB

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USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

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USD 26.11B
JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

USD 22.47B
SGOV iShares® 0-3 Month Treasury B..

+0.05 (+0.05%)

USD 18.58B
TSPA T. Rowe Price US Equity Resear..

+0.24 (+0.72%)

USD 16.23B
DFUV Dimensional US Marketwide Valu..

+0.63 (+1.57%)

USD 10.15B

ETFs Containing HTAB

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 1.10% 68% D+ 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.10% 67% D+ 65% D
Trailing 12 Months  
Capital Gain 5.55% 42% F 44% F
Dividend Return 1.69% 62% D 34% F
Total Return 7.24% 41% F 41% 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 2.37% 69% C- 51% F
Dividend Return 3.22% 66% D+ 37% F
Total Return 0.84% 52% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 3.74% 82% B 94% A
Risk Adjusted Return 86.02% 92% A 79% B-
Market Capitalization 0.07B 61% D- 18% 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.

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:

There is nothing we particularly dislike