YLDE:NSD-ClearBridge Dividend Strategy ESG ETF (USD)

ETF | Large Blend |

Last Closing

USD 27.921

Change

+0.88 (+3.24)%

Market Cap

USD 7.45M

Volume

3.00K

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: 2020-04-08 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

-0.14 (-0.19%)

USD 12.68B
ESGU iShares ESG Aware MSCI USA ETF

-0.49 (-0.44%)

USD 12.62B
FTCS First Trust Capital Strength E..

-0.02 (-0.02%)

USD 9.06B
VONE Vanguard Russell 1000 Index Fu..

-0.97 (-0.42%)

USD 4.71B
VTHR Vanguard Russell 3000 Index Fu..

-1.14 (-0.51%)

USD 2.32B
USMC Principal U.S. Mega-Cap ETF

-0.30 (-0.60%)

USD 2.16B
FEX First Trust Large Cap Core Alp..

-0.14 (-0.15%)

USD 1.17B
SUSL iShares ESG MSCI USA Leaders E..

-0.28 (-0.31%)

USD 1.12B
PKW Invesco BuyBack Achievers ETF

-0.75 (-0.72%)

USD 1.09B
CATH Global X S&P 500® Catholic Va..

-0.21 (-0.34%)

USD 0.83B

ETFs Containing YLDE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -15.93% 56% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.93% 56% F 64% D
Trailing 12 Months  
Capital Gain -6.01% 52% F 72% C
Dividend Return 0.50% 24% F 10% F
Total Return -5.51% 57% F 70% 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 5.46% 84% B 54% F
Dividend Return 6.13% 82% B 51% F
Total Return 0.67% 46% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 8.07% 58% F 91% A-
Risk Adjusted Return 76.02% 90% A- 85% B
Market Capitalization 7.45M 15% F 9% A-

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:
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.

Below median total returns

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

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.