OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 27.004

Change

+0.14 (+0.53)%

Market Cap

USD 0.10B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-14 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.29% 72% C 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.29% 70% C- 66% D+
Trailing 12 Months  
Capital Gain 27.96% 81% B- 77% C+
Dividend Return 0.47% 5% F 4% F
Total Return 28.43% 79% B- 73% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 5.02% 79% B- 58% F
Dividend Return 5.25% 77% C+ 50% F
Total Return 0.22% 14% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 10.76% 41% F 79% B-
Risk Adjusted Return 48.77% 70% C- 72% C
Market Capitalization 0.10B 64% D 25% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.