OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 30.083

Change

+0.05 (+0.17)%

Market Cap

USD 0.12B

Volume

8.27K

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: 2024-11-18 )

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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 20.64% 80% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.64% 77% C+ 72% C
Trailing 12 Months  
Capital Gain 26.74% 79% B- 73% C
Dividend Return 0.42% 5% F 4% F
Total Return 27.16% 76% 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 8.41% 83% B 62% D
Dividend Return 8.65% 82% B 56% F
Total Return 0.24% 18% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 12.56% 37% F 73% C
Risk Adjusted Return 68.88% 77% C+ 83% 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.