SHOC:NYE-EA Series Trust (USD)

ETF | Others |

Last Closing

USD 40.6375

Change

+0.88 (+2.21)%

Market Cap

USD 0.07B

Volume

0.01M

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: 2025-03-11 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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N/A

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DFAC Dimensional U.S. Core Equity 2..

+0.03 (+0.09%)

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JPST JPMorgan Ultra-Short Income ET..

-0.01 (-0.02%)

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DTB DTE Energy Company 2020 Series

-0.03 (-0.16%)

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

N/A

USD 21.88B
GBTC Grayscale Bitcoin Trust (BTC)

-0.13 (-0.20%)

USD 16.99B
AVUV Avantis® U.S. Small Cap Value..

-0.23 (-0.27%)

USD 15.35B
CGDV Capital Group Dividend Value E..

-0.01 (-0.03%)

USD 15.10B

ETFs Containing SHOC

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 -11.43% 9% A- 17% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.43% 9% A- 16% F
Trailing 12 Months  
Capital Gain -11.19% 9% A- 21% F
Dividend Return 0.26% 2% F 2% F
Total Return -10.93% 7% C- 18% F
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 20.19% 96% N/A 81% B-
Dividend Return 20.40% 95% A 79% B-
Total Return 0.21% 13% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 21.84% 13% F 50% F
Risk Adjusted Return 93.38% 89% A- 92% A
Market Capitalization 0.07B 51% F 23% 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.