OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 30.673

Change

+0.09 (+0.29)%

Market Cap

USD 0.13B

Volume

3.80K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-26 )

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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 23.01% 83% B 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.01% 80% B- 77% C+
Trailing 12 Months  
Capital Gain 22.59% 83% B 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.59% 80% B- 77% 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 8.96% 83% B 62% D
Dividend Return 9.20% 81% B- 56% F
Total Return 0.25% 18% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 12.75% 38% F 73% C
Risk Adjusted Return 72.17% 78% C+ 83% B
Market Capitalization 0.13B 64% D 30% 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.