OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 30.3494

Change

+0.88 (+2.98)%

Market Cap

USD 0.12B

Volume

6.12K

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: 2024-11-06 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.35 (-1.69%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.71 (+1.21%)

USD 36.47B
DFAC Dimensional U.S. Core Equity 2..

+1.18 (+3.42%)

USD 31.32B
JPST JPMorgan Ultra-Short Income ET..

-0.02 (-0.04%)

USD 26.94B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 26.72B
DTB DTE Energy Company 2020 Series

-0.25 (-1.24%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

+5.43 (+9.84%)

USD 15.23B
AVUV Avantis® U.S. Small Cap Value..

+7.16 (+7.38%)

USD 14.03B
JAAA Janus Detroit Street Trust - J..

+0.02 (+0.04%)

USD 13.91B
CGDV Capital Group Dividend Value E..

+0.85 (+2.36%)

USD 11.53B

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 21.71% 80% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.71% 80% B- 75% C
Trailing 12 Months  
Capital Gain 32.81% 78% C+ 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.81% 78% C+ 74% 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 8.12% 84% B 63% D
Dividend Return 8.37% 82% B 57% F
Total Return 0.24% 15% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 12.38% 35% F 72% C
Risk Adjusted Return 67.56% 78% C+ 82% B
Market Capitalization 0.12B 63% D 29% 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.