Unified Series Trust Etf Performance
| OALC Etf | USD 30.30 0.14 0.46% |
The entity has a beta of 0.46, which indicates possible diversification benefits within a given portfolio. 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
Very Weak
Weak | Strong |
Over the last 90 days Unified Series Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound essential indicators, Unified Series is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| In Threey Sharp Ratio | 0.44 |
Unified |
Unified Series Relative Risk vs. Return Landscape
If you would invest 3,058 in Unified Series Trust on November 28, 2024 and sell it today you would lose (28.00) from holding Unified Series Trust or give up 0.92% of portfolio value over 90 days. Unified Series Trust is currently does not generate positive expected returns and assumes 0.8682% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% 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 |
| Risk |
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 = -0.014
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OALC |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Unified Series is not performing at its full potential. However, 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 Unified Series 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
By analyzing Unified Series' fundamental ratios, stakeholders can gain valuable insights into Unified Series' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Unified Series has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Unified Series has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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.| Unified Series Trust generated a negative expected return over the last 90 days | |
| 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 closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
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.