OCIO:NYE-ClearShares OCIO ETF

ETF | Others |

Last Closing

USD 27.121

Change

+0.00 (+0.00)%

Market Cap

USD 0.11B

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-10-16 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.01 (+0.05%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.02 (-0.04%)

USD 32.78B
LCR Leuthold Core ETF

-0.06 (-0.17%)

USD 32.52B
DTB DTB

+0.02 (+0.11%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

-0.12 (-0.40%)

USD 26.11B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 22.47B
SGOV iShares® 0-3 Month Treasury B..

+0.03 (+0.03%)

USD 18.58B
TSPA T. Rowe Price US Equity Resear..

-0.33 (-1.05%)

USD 16.23B
DFUV Dimensional US Marketwide Valu..

+0.27 (+0.70%)

USD 10.15B
AVUV Avantis® U.S. Small Cap Value..

+1.11 (+1.28%)

USD 10.05B

ETFs Containing OCIO

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 13.06% 59% D- 55% F
Dividend Return N/A N/A N/A N/A F
Total Return 13.06% 53% F 48% F
Trailing 12 Months  
Capital Gain 3.75% 58% F 56% F
Dividend Return 0.01% N/A F N/A F
Total Return 3.76% 47% F 48% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain -0.38% 31% F 38% F
Dividend Return -0.18% 22% F 25% F
Total Return 0.19% 9% A- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 3.48% 86% B+ 93% A
Risk Adjusted Return -5.28% 21% F 23% F
Market Capitalization 0.11B 51% F 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.