SHDG:BATS-Soundwatch Hedged Equity ETF (USD)

ETF | Others |

Last Closing

USD 28.5974

Change

+0.45 (+1.59)%

Market Cap

USD 0.13B

Volume

4.09K

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: 2024-09-19 )

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 16.82% 87% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.82% 84% B 84% B
Trailing 12 Months  
Capital Gain 21.99% 71% C- 71% C-
Dividend Return 1.30% 23% F 23% F
Total Return 23.29% 71% C- 70% 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 6.50% 69% C- 66% D+
Dividend Return 7.04% 68% D+ 64% D
Total Return 0.54% 18% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 8.52% 56% F 61% D-
Risk Adjusted Return 82.61% 84% B 85% B
Market Capitalization 0.13B 69% C- 58% 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.