OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 29.61

Change

+0.30 (+1.03)%

Market Cap

USD 0.14B

Volume

6.97K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances,the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of Large Cap Companies. It invests primarily in large-cap equity securities issued by companies domiciled in the United States,with the intention of tracking the S&P 500 Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-05 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

N/A

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.53 (+0.91%)

USD 40.21B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 35.73B
DFAC Dimensional U.S. Core Equity 2..

+0.33 (+0.97%)

USD 33.57B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 30.68B
DTB DTE Energy Company 2020 Series

-0.06 (-0.32%)

USD 26.58B
JAAA Janus Detroit Street Trust - J..

+0.02 (+0.04%)

USD 21.88B
GBTC Grayscale Bitcoin Trust (BTC)

+2.82 (+4.10%)

USD 19.50B
AVUV Avantis® U.S. Small Cap Value..

+0.41 (+0.46%)

USD 15.35B
CGDV Capital Group Dividend Value E..

+0.55 (+1.52%)

USD 13.61B

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 -0.07% 38% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.07% 37% F 42% F
Trailing 12 Months  
Capital Gain 11.12% 76% C+ 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.12% 70% C- 63% D
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 9.53% 83% B 63% D
Dividend Return 9.77% 82% B 58% F
Total Return 0.23% 15% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 12.59% 37% F 73% C
Risk Adjusted Return 77.59% 79% B- 85% B
Market Capitalization 0.14B 64% D 31% 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.