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

ETF | Intermediate Core Bond |

Last Closing

USD 20.92

Change

+0.14 (+0.67)%

Market Cap

USD 0.07B

Volume

9.68K

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: 2020-04-08 )

Largest Industry Peers for Intermediate Core Bond

Symbol Name Price(Change) Market Cap
AGG iShares Core U.S. Aggregate Bo..

-0.27 (-0.28%)

USD 104.78B
BIV Vanguard Intermediate-Term Bon..

-0.21 (-0.29%)

USD 17.48B
SPAB SPDR® Portfolio Aggregate Bon..

-0.06 (-0.24%)

USD 7.65B
SCHZ Schwab U.S. Aggregate Bond ETF

-0.13 (-0.29%)

USD 7.46B
EAGG iShares ESG U.S. Aggregate Bon..

-0.18 (-0.39%)

USD 3.52B
AGGY WisdomTree Yield Enhanced U.S...

-0.11 (-0.26%)

USD 0.96B
CMBS iShares CMBS ETF

-0.14 (-0.30%)

USD 0.41B
NUBD Nuveen ESG U.S. Aggregate Bond..

-0.06 (-0.28%)

USD 0.34B
GBF iShares Government/Credit Bond..

-0.25 (-0.25%)

USD 0.24B
BNDC FlexShares Core Select Bond Fu..

-0.06 (-0.30%)

USD 0.17B

ETFs Containing HTAB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.29% 21% F 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.29% 21% F 91% A-
Trailing 12 Months  
Capital Gain 1.90% 21% F 85% B
Dividend Return 1.22% 50% F 30% F
Total Return 3.11% 14% F 85% B
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 2.43% 69% C- 51% F
Dividend Return 3.34% 66% D+ 37% F
Total Return 0.91% 52% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 3.71% 82% B 94% A
Risk Adjusted Return 89.99% 92% A 79% B-
Market Capitalization 0.07B 21% F 22% 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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.