Leadershares Alphafactor Tactical Focused ETF (LSAT)
LSAT is an actively managed ETF by Redwood Investment Management. LSAT launched on Oct 27, 2020 and has a 0.99% expense ratio.
ETF Info
| Issuer | Redwood Investment Management |
|---|---|
| Inception Date | Oct 27, 2020 |
| Region | North America (U.S.) |
| Category | Money Market, Actively Managed |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Style | Growth |
Expense Ratio
LSAT has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: LSAT vs. FDMLX, LSAT vs. SCHD, LSAT vs. SPY, LSAT vs. JPST, LSAT vs. ESML, LSAT vs. QQQ, LSAT vs. SGOV, LSAT vs. SIXH, LSAT vs. BBUS, LSAT vs. BERZ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Leadershares Alphafactor Tactical Focused ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Leadershares Alphafactor Tactical Focused ETF had a return of 22.76% year-to-date (YTD) and 33.75% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.76% | 25.45% |
| 1 month | 1.76% | 2.91% |
| 6 months | 10.12% | 14.05% |
| 1 year | 33.75% | 35.64% |
| 5 years (annualized) | N/A | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of LSAT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.61% | 3.66% | 7.94% | -5.69% | 3.95% | 0.63% | 4.09% | 2.87% | 1.83% | -2.35% | 22.76% | ||
| 2023 | 8.99% | -2.28% | -3.34% | 1.04% | -3.93% | 8.13% | 6.80% | -1.99% | -4.18% | -3.15% | 1.76% | 6.39% | 13.64% |
| 2022 | -2.82% | -0.10% | -0.19% | -6.24% | 3.41% | -11.68% | 7.48% | 1.14% | 0.23% | 2.25% | -2.46% | -3.49% | -12.99% |
| 2021 | -0.25% | 4.66% | 6.01% | 3.92% | 2.42% | -0.24% | 1.54% | 2.74% | -5.36% | 2.66% | 0.02% | 5.03% | 25.10% |
| 2020 | -2.20% | 15.71% | 6.47% | 20.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LSAT is 73, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Leadershares Alphafactor Tactical Focused ETF (LSAT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Leadershares Alphafactor Tactical Focused ETF provided a 1.51% dividend yield over the last twelve months, with an annual payout of $0.64 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.64 | $0.64 | $0.11 | $1.23 | $0.09 |
Dividend yield | 1.51% | 1.85% | 0.36% | 3.44% | 0.31% |
Monthly Dividends
The table displays the monthly dividend distributions for Leadershares Alphafactor Tactical Focused ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $1.23 |
| 2020 | $0.09 | $0.09 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Leadershares Alphafactor Tactical Focused 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 Alphafactor Tactical Focused ETF was 20.48%, occurring on Jul 14, 2022. Recovery took 407 trading sessions.
The current Leadershares Alphafactor Tactical Focused ETF drawdown is 0.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.48% | Jan 12, 2022 | 126 | Jul 14, 2022 | 407 | Feb 27, 2024 | 533 |
| -6.52% | Apr 1, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -6.23% | Sep 3, 2021 | 19 | Sep 30, 2021 | 26 | Nov 5, 2021 | 45 |
| -5.33% | Jun 9, 2021 | 8 | Jun 18, 2021 | 31 | Aug 3, 2021 | 39 |
| -4.86% | Jul 31, 2024 | 6 | Aug 7, 2024 | 8 | Aug 19, 2024 | 14 |
Volatility
Volatility Chart
The current Leadershares Alphafactor Tactical Focused ETF volatility is 3.98%, 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.