SHDG:BATS-Soundwatch Hedged Equity ETF (USD)

ETF | Others |

Last Closing

USD 29.36

Change

-0.08 (-0.28)%

Market Cap

USD 0.15B

Volume

500.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds ("ETFs") that track U.S. large-capitalization ("large-cap") indices, such as the S&P 500® Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-16 )

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ETFs Containing SHDG

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 0.83% 60% D- 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.83% 60% D- 59% D-
Trailing 12 Months  
Capital Gain 19.67% 84% B 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.67% 81% B- 80% B-
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 9.08% 78% C+ 75% C
Dividend Return 9.63% 77% C+ 74% C
Total Return 0.55% 19% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 9.93% 49% F 54% F
Risk Adjusted Return 96.92% 90% A- 90% A-
Market Capitalization 0.15B 75% C 67% D+

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.