SHDG:BATS-Soundwatch Hedged Equity ETF (USD)

ETF | Others |

Last Closing

USD 27.004

Change

-0.32 (-1.16)%

Market Cap

USD 0.13B

Volume

8.10K

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: 2024-08-02 )

Largest Industry Peers for Others

ETFs Containing SHDG

N/A

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 10.31% 87% B+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.31% 85% B 85% B
Trailing 12 Months  
Capital Gain 11.67% 59% D- 61% D-
Dividend Return 1.26% 19% F 19% F
Total Return 12.93% 64% D 65% D
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 5.98% 69% C- 65% D
Dividend Return 6.49% 66% D+ 62% D
Total Return 0.51% 17% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 8.47% 56% F 62% D
Risk Adjusted Return 76.58% 79% B- 80% B-
Market Capitalization 0.13B 68% D+ 57% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.