SHDG:BATS-Soundwatch Hedged Equity ETF (USD)

ETF | Others |

Last Closing

USD 29.7626

Change

-0.41 (-1.37)%

Market Cap

USD 0.15B

Volume

105.00

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: 2025-02-21 )

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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 2.21% 69% C- 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.21% 68% D+ 65% D
Trailing 12 Months  
Capital Gain 15.28% 85% B 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.28% 83% B 82% 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 9.51% 78% C+ 75% C
Dividend Return 10.03% 77% C+ 73% C
Total Return 0.52% 17% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 9.89% 49% F 54% F
Risk Adjusted Return 101.43% 91% A- 91% A-
Market Capitalization 0.15B 74% C 66% 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.