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Knowledge Leaders Developed World ETF (KLDW)

43.11 +0.09 (+0.21%)
At close: April 24 at 3:58 PM EDT

Performance Overview: KLDW

Trailing returns as of 4/24/2024. Category is Global Large-Stock Blend.

YTD Return

KLDW
3.13%
Category
7.00%

1-Year Return

KLDW
9.01%
Category
19.06%

3-Year Return

KLDW
0.67%
Category
6.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
KLDW
Category
YTD
6.57%
7.00%
1-Month
2.55%
3.14%
3-Month
6.57%
7.00%
1-Year
14.50%
19.06%
3-Year
1.98%
6.03%
5-Year
7.57%
9.67%
10-Year
0.00%
7.89%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
KLDW
Category
2023
17.47%
18.12%
2022
-23.18%
-16.67%
2021
13.54%
17.72%
2020
16.77%
12.96%
2019
26.73%
25.26%
2018
-12.31%
-10.06%
2017
27.83%
22.28%
2016
6.86%
6.93%

ETF Summary

The fund invests primarily in equities the advisor considers to be highly innovative companies or “knowledge leaders.” The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia. Under normal circumstances, at least 80% of the fund’s assets will be invested in securities the fund’s advisor identifies as knowledge leaders at the time of investment, with not more than 25% in any one industry.

ETF Overview

Category Global Large-Stock Blend
Fund Family Knowledge Leaders Capital
Net Assets 136.39M
YTD Daily Total Return 3.13%
Yield 1.25%
Legal Type Exchange Traded Fund

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