ducovest

OCIO:ARCA-ETF Series Solutions Trust

ETF | Allocation--50% to 70% Equity | NYSE Arca

Last Closing

USD 27.12

Change

0.00 (0.00)%

Market Cap

USD 0.12B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Inception Date: 26/06/2017

Primary Benchmark: N/A

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.54 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-09-23 )

Largest Industry Peers for Allocation--50% to 70% Equity

Symbol Name Mer Price(Change) Market Cap
AOR iShares Core Growth Allocation.. 0.18 %

-0.06 (-0.11%)

 USD 2.04B
RLY SPDR® SSgA Multi-Asset Real R.. 0.22 %

+0.01 (+0.04%)

 USD 0.54B
GAL SPDR® SSgA Global Allocation .. 0.09 %

-0.04 (-0.10%)

 USD 0.24B

ETFs Containing OCIO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Allocation--50% to 70% Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.35% N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.35% N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain 5.28% N/A N/A N/A N/A
Dividend Return 0.87% N/A N/A N/A N/A
Total Return 6.15% N/A N/A N/A N/A
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 1.09% 45% F 42% F
Dividend Return 1.26% 18% F 24% F
Total Return 0.17% 9% A- 5% F
Risk Return Profile  
Volatility (Standard Deviation) 2.61% 100% F 95% A
Risk Adjusted Return 48.37% 27% F 45% F
Market Capitalization 0.12B N/A N/A N/A N/A

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.