BAMA:BATS-Brookstone Active ETF (USD)

ETF | Others |

Last Closing

USD 31.21

Change

+0.18 (+0.59)%

Market Cap

USD 0.04B

Volume

2.57K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively managed fund of funds that invests in unaffiliated exchange traded funds ("ETFs") purchased in the secondary market that invest in foreign and domestic stocks of any market capitalization (including emerging markets), bonds (including junk bonds) and cash and cash equivalents based on the adviser"s relative outlook for those asset classes.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

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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 15.57% 70% C- 71% C-
Dividend Return 0.83% 12% F 12% F
Total Return 16.39% 71% C- 71% C-
Trailing 12 Months  
Capital Gain 15.55% 71% C- 71% C-
Dividend Return 0.83% 12% F 12% F
Total Return 16.38% 71% C- 71% 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 3.78% 42% F 41% F
Dividend Return 3.78% 36% F 34% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 8.03% 66% D+ 69% C-
Risk Adjusted Return 47.07% 42% F 43% F
Market Capitalization 0.04B 51% F 45% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.