LRGE:NSD-ClearBridge Large Cap Growth ESG ETF (USD)

ETF | Large Growth |

Last Closing

USD 67.2

Change

+0.17 (+0.25)%

Market Cap

USD 0.22B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-03-27 )

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QQQE Direxion NASDAQ-100 Equal Weig..

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QQXT First Trust NASDAQ-100 Ex-Tech..

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CACG ClearBridge All Cap Growth

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ETFs Containing LRGE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.60% 80% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.60% 80% B- 75% C
Trailing 12 Months  
Capital Gain 44.70% 93% A 85% B
Dividend Return 0.14% 8% B- 1% F
Total Return 44.84% 93% A 85% B
Trailing 5 Years  
Capital Gain 102.83% 93% A 83% B
Dividend Return 3.40% 36% F 12% F
Total Return 106.23% 93% A 83% B
Average Annual (5 Year Horizon)  
Capital Gain 14.35% 87% B+ 76% C+
Dividend Return 14.88% 87% B+ 75% C
Total Return 0.53% 53% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 24.02% 53% F 71% C-
Risk Adjusted Return 61.96% 53% F 88% B+
Market Capitalization 0.22B 47% F 49% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.