OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 27.775

Change

-1.10 (-3.82)%

Market Cap

USD 0.12B

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)

Compare
Relative Returns (From:    To: 2025-04-03 )

Largest Industry Peers for Others

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

+0.14 (+0.77%)

USD 65.72B
SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

USD 40.47B
JEPI JPMorgan Equity Premium Income..

+3.66 (+7.16%)

USD 36.19B
DFAC Dimensional U.S. Core Equity 2..

+2.69 (+9.24%)

USD 32.11B
JPST JPMorgan Ultra-Short Income ET..

-0.06 (-0.12%)

USD 31.44B
DTB DTE Energy Company 2020 Series

+0.26 (+1.48%)

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

+0.13 (+0.26%)

USD 21.14B
GBTC Grayscale Bitcoin Trust (BTC)

+4.43 (+7.31%)

USD 16.17B
CGDV Capital Group Dividend Value E..

+2.57 (+8.05%)

USD 15.10B
DFUS Dimensional U.S. Equity ETF

+5.03 (+9.38%)

USD 13.68B

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 -6.26% 33% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.26% 33% F 37% F
Trailing 12 Months  
Capital Gain 4.07% 76% C+ 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.07% 59% D- 54% 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 9.50% 83% B 65% D
Dividend Return 9.73% 82% B 59% D-
Total Return 0.23% 15% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 12.45% 37% F 72% C
Risk Adjusted Return 78.14% 80% B- 85% B
Market Capitalization 0.12B 61% D- 29% 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.