Clearshares Ocio Etf Profile

OCIO Etf  USD 33.85  0.32  0.95%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
ClearShares OCIO is selling at 33.85 as of the 20th of March 2025; that is 0.95 percent increase since the beginning of the trading day. The etf's open price was 33.53. ClearShares OCIO has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund is expected to typically invest approximately 40 percent to 70 percent of its total assets in equity securities , either through Underlying Investments that principally invest in U.S. or foreign equity securities, or directly in U.S. equity securities. More on ClearShares OCIO ETF

Moving together with ClearShares Etf

  0.79AOR iShares Core GrowthPairCorr
  0.68GDMA Alpha Architect GdsdnPairCorr
  0.69MFUL Collaborative InvestmentPairCorr
  0.69MPRO Northern LightsPairCorr

Moving against ClearShares Etf

  0.52ULE ProShares Ultra EuroPairCorr

ClearShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationAsset Allocation ETFs, Target Outcome ETFs, Moderate Allocation, ClearShares (View all Sectors)
IssuerClearShares
Inception Date2017-06-26
Entity TypeRegulated Investment Company
Asset Under Management146.9 Million
Average Trading Valume1,919.4
Asset TypeMulti Asset
CategoryAsset Allocation
FocusTarget Outcome
Market ConcentrationBlended Development
RegionGlobal
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorClearShares, LLC
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerJonathan Robinson, Brandon Langley
Transfer AgentU.S. Bancorp Fund Services, LLC
Fiscal Year End31-May
ExchangeNYSE Arca, Inc.
Number of Constituents38.0
Market MakerJane Street
Total Expense0.65
Management Fee0.55
Country NameUSA
Returns Y T D(1.69)
NameClearShares OCIO ETF
Currency CodeUSD
Open FigiBBG00H1CXHB8
In Threey Volatility10.04
1y Volatility7.75
200 Day M A33.8669
50 Day M A34.4273
CodeOCIO
Updated At19th of March 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.22
ClearShares OCIO ETF [OCIO] is traded in USA and was established 2017-06-26. The fund is listed under Moderate Allocation category and is part of ClearShares family. The entity is thematically classified as Asset Allocation ETFs. ClearShares OCIO ETF now have 118.08 M in assets. , while the total return for the last 3 years was 4.9%.
Check ClearShares OCIO Probability Of Bankruptcy

Top ClearShares OCIO ETF Etf Constituents

BNDVanguard Total BondEtfIntermediate Core Bond
VTIVanguard Total StockEtfLarge Blend
VEUVanguard FTSE All WorldEtfForeign Large Blend
BILSPDR Bloomberg 1 3EtfUltrashort Bond
IUSBiShares Core TotalEtfIntermediate Core-Plus Bond
SCHKSchwab 1000 ETFEtfLarge Blend
INTFiShares Edge MSCIEtfForeign Large Blend
IEFAiShares Core MSCIEtfForeign Large Blend
More Details

ClearShares OCIO ETF Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in ClearShares OCIO. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

ClearShares OCIO Against Markets

When determining whether ClearShares OCIO ETF offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of ClearShares OCIO's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Clearshares Ocio Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Clearshares Ocio Etf:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in ClearShares OCIO ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of ClearShares OCIO ETF is measured differently than its book value, which is the value of ClearShares that is recorded on the company's balance sheet. Investors also form their own opinion of ClearShares OCIO's value that differs from its market value or its book value, called intrinsic value, which is ClearShares OCIO's 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 ClearShares OCIO's market value can be influenced by many factors that don't directly affect ClearShares OCIO's 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 ClearShares OCIO's value and its price as these two are different measures arrived at by different means. Investors typically determine if ClearShares OCIO is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ClearShares OCIO's 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.