Unified Series Trust Etf Performance
| OALC Etf | USD 26.74 0.06 0.22% |
The entity has a beta of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Unified Series' returns are expected to increase less than the market. However, during the bear market, the loss of holding Unified Series is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Unified Series Trust are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound essential indicators, Unified Series is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Pivots Trading Plans and Risk Controls - Stock Traders Daily | 05/03/2024 |
Unified |
Unified Series Relative Risk vs. Return Landscape
If you would invest 2,655 in Unified Series Trust on February 9, 2024 and sell it today you would earn a total of 19.00 from holding Unified Series Trust or generate 0.72% return on investment over 90 days. Unified Series Trust is currently generating 0.0145% in daily expected returns and assumes 0.7844% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than Unified, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Unified Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Unified Series' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Unified Series Trust, and traders can use it to determine the average amount a Unified Series' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0185
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| Negative Returns | OALC |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Unified Series is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Unified Series by adding it to a well-diversified portfolio.
Unified Series Fundamentals Growth
Unified Etf prices reflect investors' perceptions of the future prospects and financial health of Unified Series, and Unified Series fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Unified Etf performance.
| Total Asset | 53.02 M | |||
About Unified Series Performance
To evaluate Unified Series Trust Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Unified Series generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Unified Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Unified Series Trust market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Unified's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The Adviser seeks to achieve the funds investment objective by applying the advisers proprietary OneAscent Navigator process to a pre-screened subset of U.S. companies with large market capitalizations. Oneascent Large is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Pivots Trading Plans and Risk Controls - Stock Traders Daily | |
| The fund maintains 89.21% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Unified Series Trust. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of Unified Series Trust is measured differently than its book value, which is the value of Unified that is recorded on the company's balance sheet. Investors also form their own opinion of Unified Series' value that differs from its market value or its book value, called intrinsic value, which is Unified Series' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Unified Series' market value can be influenced by many factors that don't directly affect Unified Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Unified Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Unified Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unified Series' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.