OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 29.242

Change

+0.06 (+0.21)%

Market Cap

USD 0.12B

Volume

5.40K

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: 2024-09-30 )

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AVUV Avantis® U.S. Small Cap Value..

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DFUV Dimensional US Marketwide Valu..

+0.10 (+0.24%)

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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 17.27% 81% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.27% 77% C+ 69% C-
Trailing 12 Months  
Capital Gain 30.33% 81% B- 75% C
Dividend Return 0.45% 4% F 5% F
Total Return 30.78% 79% B- 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 7.36% N/A N/A 62% D
Dividend Return 7.61% N/A N/A 55% F
Total Return 0.25% N/A N/A 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 11.81% N/A N/A 73% C
Risk Adjusted Return 64.46% N/A N/A 80% B-
Market Capitalization 0.12B 65% 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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike