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LeaderShares Activist Leaders ETF (ACTV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Redwood Investment Management

Inception Date

Oct 27, 2020

Region

Global (Broad)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Style

Growth

Expense Ratio

ACTV features an expense ratio of 0.75%, falling within the medium range.


Expense ratio chart for ACTV: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
ACTV vs. IWC
Popular comparisons:
ACTV vs. IWC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in LeaderShares Activist Leaders ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


40.00%50.00%60.00%70.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
51.42%
79.62%
ACTV (LeaderShares Activist Leaders ETF)
Benchmark (^GSPC)

Returns By Period

LeaderShares Activist Leaders ETF had a return of 2.17% year-to-date (YTD) and 10.07% in the last 12 months.


ACTV

YTD

2.17%

1M

0.69%

6M

4.50%

1Y

10.07%

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

27.68%

1M

1.58%

6M

13.90%

1Y

32.27%

5Y (annualized)

14.27%

10Y (annualized)

11.62%

Monthly Returns

The table below presents the monthly returns of ACTV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.47%2.48%5.28%-6.48%1.32%-3.73%7.55%-4.11%2.08%-4.68%6.20%2.17%
20239.21%-0.86%-5.90%-0.78%-1.21%7.89%6.05%-4.45%-4.67%-8.86%7.87%12.61%15.22%
2022-4.25%0.04%3.17%-7.88%-0.91%-7.52%3.44%-5.13%-10.82%8.61%6.65%-4.60%-19.33%
20214.29%5.76%3.49%3.93%4.24%0.17%-1.61%0.82%-1.50%1.36%-6.31%9.21%25.52%
2020-2.03%19.13%8.83%27.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ACTV is 18, indicating that it is in the bottom 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of ACTV is 1818
Overall Rank
The Sharpe Ratio Rank of ACTV is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of ACTV is 1616
Sortino Ratio Rank
The Omega Ratio Rank of ACTV is 1515
Omega Ratio Rank
The Calmar Ratio Rank of ACTV is 2727
Calmar Ratio Rank
The Martin Ratio Rank of ACTV is 1717
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for LeaderShares Activist Leaders ETF (ACTV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for ACTV, currently valued at 0.61, compared to the broader market0.002.004.000.612.77
The chart of Sortino ratio for ACTV, currently valued at 0.98, compared to the broader market-2.000.002.004.006.008.0010.0012.000.983.66
The chart of Omega ratio for ACTV, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.001.121.51
The chart of Calmar ratio for ACTV, currently valued at 0.69, compared to the broader market0.005.0010.0015.000.693.99
The chart of Martin ratio for ACTV, currently valued at 2.07, compared to the broader market0.0020.0040.0060.0080.00100.002.0717.73
ACTV
^GSPC

The current LeaderShares Activist Leaders ETF Sharpe ratio is 0.61. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of LeaderShares Activist Leaders ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.61
2.77
ACTV (LeaderShares Activist Leaders ETF)
Benchmark (^GSPC)

Dividends

Dividend History

LeaderShares Activist Leaders ETF provided a 1.16% dividend yield over the last twelve months, with an annual payout of $0.40 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.502020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020
Dividend$0.40$0.40$0.08$2.78$0.04

Dividend yield

1.16%1.18%0.28%7.63%0.11%

Monthly Dividends

The table displays the monthly dividend distributions for LeaderShares Activist Leaders ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40$0.40
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.08
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.78$2.78
2020$0.04$0.04

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.29%
0
ACTV (LeaderShares Activist Leaders ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the LeaderShares Activist Leaders ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the LeaderShares Activist Leaders ETF was 28.73%, occurring on Sep 30, 2022. The portfolio has not yet recovered.

The current LeaderShares Activist Leaders ETF drawdown is 7.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.73%Jan 5, 2022186Sep 30, 2022
-9.5%Jun 9, 2021123Dec 1, 202122Jan 3, 2022145
-5.84%Mar 16, 20217Mar 24, 202122Apr 26, 202129
-4.03%May 10, 20213May 12, 202111May 27, 202114
-2.77%Feb 16, 202113Mar 4, 20212Mar 8, 202115

Volatility

Volatility Chart

The current LeaderShares Activist Leaders ETF volatility is 4.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.56%
2.22%
ACTV (LeaderShares Activist Leaders ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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