OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 28.46

Change

+0.16 (+0.57)%

Market Cap

USD 0.11B

Volume

0.02M

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: 2024-09-12 )

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ETFs Containing OALC

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 14.13% 81% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.13% 78% C+ 70% C-
Trailing 12 Months  
Capital Gain 22.11% 82% B 77% C+
Dividend Return 0.43% 6% D- 5% F
Total Return 22.54% 80% B- 72% 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 7.03% 83% B 62% D
Dividend Return 7.27% 81% B- 55% F
Total Return 0.25% 15% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 11.65% 37% F 74% C
Risk Adjusted Return 62.43% 75% C 79% B-
Market Capitalization 0.11B 64% D 28% 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.

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.