SHDG:BATS-Soundwatch Hedged Equity ETF (USD)

ETF | Others |

Last Closing

USD 29.9599

Change

+0.06 (+0.22)%

Market Cap

USD 0.15B

Volume

0.01M

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: 2025-02-06 )

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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 2.89% 69% C- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.89% 69% C- 66% D+
Trailing 12 Months  
Capital Gain 17.83% 83% B 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.83% 80% 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 9.36% 79% B- 76% C+
Dividend Return 9.89% 78% C+ 74% C
Total Return 0.53% 19% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 9.92% 49% F 54% F
Risk Adjusted Return 99.68% 90% A- 91% A-
Market Capitalization 0.15B 74% 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.

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.