LMBS ETF Analysis: Low Duration Opportunities | NASDAQ

Short Government | NASDAQ, USA | Market Cap: 6.332m USD | 12M Return: 5.2% | Charts, Fundamentals & Technical Analysis

Mortgage Securities, Residential Mortgages, Commercial Mortgages
Total Rating 53
Safety 61
Buy Signal -0.40
Short Government
Category Rotation: -0.8
TER: 0.64%
AUM: 6.33B
Avg Turnover: 27.9M
Risk 3d forecast
Volatility2.50%
VaR 5th Pctl0.44%
VaR vs Median-1.68%
Reward TTM
Sharpe Ratio0.38
Rel. Str. IBD34
Rel. Str. Peer Group78.6
Character TTM
Beta0.015
Beta Downside-0.029
Hurst Exponent0.459
Drawdowns 3y
Max DD1.72%
CAGR/Max DD3.39
CAGR/Mean DD17.67

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.0% 13
Feb -0.0% 2
Mar -0.4% 16
Apr -0.1% 16
May -0.1% 15
Jun -0.1% 15
Jul +0.1% 43
Aug +0.1% 25
Sep -0.1% 35
Oct -0.4% 50
Nov +0.2% 25
Dec -0.1% 20

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: LMBS Low Duration Opportunities

First Trust Low Duration Opportunities ETF (LMBS) invests at least 60% of its net assets in mortgage-related debt securities and other mortgage-related instruments under normal market conditions. The fund targets investments tied to both residential and commercial mortgages, which are debt securities collateralized by pools of mortgage loans.

Categorized within the Short Government ETF segment, LMBS focuses on shorter-duration debt instruments that typically exhibit lower interest rate sensitivity than longer-dated bonds. Mortgage-related investments fall into two main sub-sectors: residential mortgage-backed securities (RMBS) and commercial mortgage-backed securities (CMBS), both of which play a substantial role in the broader fixed-income market.

Headlines to Watch Out For
  • Fed rate cuts pressure short-duration MBS yields lower
  • Rising mortgage rates slow prepayments and boost MBS spreads
  • Commercial mortgage defaults climb amid office sector stress
What is the price of LMBS shares?

As of July 28, 2026, the stock is trading at USD 49.45 with a total of 341,214 shares traded. Over the past week, the price has changed by -0.31%, over one month by -0.38%, over three months by -0.05% and over the past year by +5.16%.

Current recommended Stop Loss: 49.20 (which is 0.5% or 1.4 ATR below the current price).

Is LMBS a buy, sell or hold?

Low Duration Opportunities has no consensus analysts rating.