OALC:NYE-Unified Series Trust (USD)

ETF | Others |

Last Closing

USD 27.36

Change

+0.30 (+1.12)%

Market Cap

USD 0.10B

Volume

0.03M

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: 2024-03-27 )

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

+0.35 (+0.39%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.01 (+0.03%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.34 (+0.66%)

USD 9.40B

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 9.72% 81% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.72% 79% B- 74% C
Trailing 12 Months  
Capital Gain 26.02% 77% C+ 76% C+
Dividend Return 0.46% 6% D- 4% F
Total Return 26.48% 76% C+ 73% C
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 3.98% 76% C+ 57% F
Dividend Return 4.19% 74% C 49% F
Total Return 0.21% 18% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 10.07% 46% F 80% B-
Risk Adjusted Return 41.62% 69% C- 69% C-
Market Capitalization 0.10B 64% D 24% 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:

There is nothing we particularly like

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.