BOAT:NYE-SonicShares Global Shipping ETF (USD)

ETF | Others |

Last Closing

USD 34.3

Change

0.00 (0.00)%

Market Cap

USD 0.05B

Volume

7.18K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is a rules-based index that seeks to provide exposure to a global portfolio of companies identified as being engaged in the water transportation industry. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in Global Shipping Companies. It also may invest in securities or other investments not included in the index, but which the fund"s investment adviser believes will help it track the index. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-22 )

ETFs Containing BOAT

WIZ 0.00 % 0.00 %

N/A

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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 14.64% 74% C 71% C-
Dividend Return 3.27% 69% C- 62% D
Total Return 17.91% 80% B- 73% C
Trailing 12 Months  
Capital Gain 19.02% 58% F 60% D-
Dividend Return 7.89% 92% A 85% B
Total Return 26.92% 74% C 69% 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 2.04% 59% D- 46% F
Dividend Return 9.93% 88% B+ 62% D
Total Return 7.89% 97% N/A 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 13.66% 28% F 68% D+
Risk Adjusted Return 72.68% 83% B 86% B+
Market Capitalization 0.05B 47% F 18% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.