LeaderShares Equity Skew ETF (SQEW)
SQEW is an actively managed ETF by Redwood Investment Management. SQEW launched on May 12, 2020 and has a 0.75% expense ratio.
ETF Info
| Issuer | Redwood Investment Management |
|---|---|
| Inception Date | May 12, 2020 |
| Region | Developed Markets (Broad) |
| Category | Global Equities, Actively Managed |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
SQEW has a high expense ratio of 0.75%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SQEW vs. VTI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in LeaderShares Equity Skew 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 Equity Skew ETF had a return of -0.10% year-to-date (YTD) and 9.78% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.10% | 5.57% |
| 1 month | -4.98% | -4.16% |
| 6 months | 13.94% | 20.07% |
| 1 year | 9.78% | 20.82% |
| 5 years (annualized) | N/A | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.84% | 3.80% | 3.19% | |||||||||
| 2023 | -3.50% | 8.39% | 5.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SQEW is 41, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
LeaderShares Equity Skew ETF(SQEW)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for LeaderShares Equity Skew ETF (SQEW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
LeaderShares Equity Skew ETF granted a 1.18% dividend yield in the last twelve months. The annual payout for that period amounted to $0.37 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.37 | $0.37 | $0.11 | $3.01 | $1.68 |
Dividend yield | 1.18% | 1.18% | 0.41% | 8.57% | 5.25% |
Monthly Dividends
The table displays the monthly dividend distributions for LeaderShares Equity Skew 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $0.37 |
| 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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.01 |
| 2020 | $1.68 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the LeaderShares Equity Skew 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 Equity Skew ETF was 26.09%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current LeaderShares Equity Skew ETF drawdown is 11.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.09% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -8.72% | Jun 9, 2020 | 14 | Jun 26, 2020 | 27 | Aug 5, 2020 | 41 |
| -8% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -7.19% | Jun 9, 2021 | 28 | Jul 19, 2021 | 69 | Oct 25, 2021 | 97 |
| -6.09% | Mar 15, 2021 | 8 | Mar 24, 2021 | 24 | Apr 28, 2021 | 32 |
Volatility
Volatility Chart
The current LeaderShares Equity Skew ETF volatility is 4.38%, 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.