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ETFs

Logan Capital Broad Innovative Growth ETF

LCLG
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Jun 28, 2012
Expense Ratio
0.99%
Type
US Equities
Fund Owner
Logan Capital
Volume (1m avg. daily)
$19,533
AUM
$50,548,646
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

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Invest with LCLG
Trade LCLG Options

What is LCLG?

Logan Capital's Broad Innovative Growth investment philosophy is based on the belief that earnings growth ultimately drives stock prices. Our goal is to invest in U.S. companies that have outstanding earnings growth due to factors such as superior pricing power, distribution channels, management, etc. The companies in the portfolio are selected for their innovative thinking which often results in a captive market for their service or product. Our investment process seeks to identify companies that have the ability to generate sustainable and durable long-term earnings growth.

1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade

LCLG
Performance Measures**

for the time period Aug 8, 2022 to Dec 4, 2025

Returns

1M Trailing Return: 1.5%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 5.0%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -25.8%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 21.7%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 1.05

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.87

The annualized return divided by the max drawdown for the selected time period.

ETFs related toLCLG

ETFs correlated to LCLG include ESGV, QUAL, LGRO

LCLG
Advisors Series Trust - Logan Capital Broad Innovative Growth ETF
ESGV
Vanguard Group, Inc. - Vanguard ESG U.S. Stock ETF
QUAL
BlackRock Institutional Trust Company N.A. - iShares MSCI USA Quality Factor ETF
LGRO
Advisors Series Trust - Level Four Large Cap Growth Active ETF
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF
SUSA
BlackRock Institutional Trust Company N.A. - MSCI USA ESG Select ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
IWV
BlackRock Institutional Trust Company N.A. - iShares Russell 3000 ETF
SCHB
Schwab Strategic Trust - Schwab U.S. Broad Market ETF
QGRO
American Century ETF Trust - American Century U.S. Quality Growth ETF
LCTU
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

LCLG is a US Equities ETF. Logan Capital's Broad Innovative Growth investment philosophy is based on the belief that earnings growth ultimately drives stock prices. Our goal is to invest in U.S. companies that have outstanding earnings growth due to factors such as superior pricing power, distribution channels, management, etc. The companies in the portfolio are selected for their innovative thinking which often results in a captive market for their service or product. Our investment process seeks to identify companies that have the ability to generate sustainable and durable long-term earnings growth.

Yes, LCLG is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, LCLG is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on LCLG is -0.0203%. This is the percent change in the value of LCLG over the most recent 1-month period. The 3-month return on LCLG is -0.014%. This is the percent change in the value of LCLG over the most recent 3-month period.

The standard deviation of LCLG for the past year is 0.2138%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to LCLG include SPHQ, MTUM, and SPHB.

ETFs correlated to LCLG include ESGV, QUAL, and LGRO.

ETFs that are inversely correlated to LCLG include HIBS, SPXS, and SDS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.