Hartford Multifactor Developed Markets (ex-US) ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$27.33
- Net Assets:$0 Million
- NAV:$27.46
- Premium-0.47%
- Peer Rank:179 of 330
- Investment Rating:C
- Performance:C
- RiskB-
We rate Lattice Hartford MF DM xUS Strat at C. Positive factors that influence this rating include a low price volatility and low expense structure. The fund may be considered for investors seeking a Non-US Equity strategy.
Total return ranks below peers over the last three years. The Lattice Hartford MF DM xUS Strat has returned an annual rate of 4.31% since inception. More recently, the fund has generated a total return of 3.49% in the last five years, 2.59% in the last three years, and 9.02% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 39% of them. It has also outpaced 48% of its competitors on a three year basis and 46% of them over the last year for the period ending 2/29/2024. On a year to date basis, RODM has returned 0.15%.
Downside risk has been below average. RODM has a draw down risk of -30.98%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 16.0%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As RODM is an exchange traded fund, it has no front end or back end load.
The Lattice Hartford MF DM xUS Strat is managed by David France at Lattice Strategies LLC. This fund is one of 6 Lattice Strategies LLC exchange-traded funds launched since 2/25/2015 that we track.