OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 28.62

Change

-0.16 (-0.56)%

Market Cap

USD 0.11B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances,the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of Large Cap Companies. It invests primarily in large-cap equity securities issued by companies domiciled in the United States,with the intention of tracking the S&P 500 Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

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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 14.77% 79% B- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.77% 76% C+ 67% D+
Trailing 12 Months  
Capital Gain 24.45% 80% B- 76% C+
Dividend Return 0.43% 6% D- 4% F
Total Return 24.89% 78% C+ 71% 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 7.12% 83% B 62% D
Dividend Return 7.37% 81% B- 55% F
Total Return 0.25% 14% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 11.67% 37% F 73% C
Risk Adjusted Return 63.14% 75% C 80% 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.