Find A Portfolio/Ticker
Comparison Box
OACP: OneAscent Core Plus Bond ETF (ETF)
Basic Info 22.7 0.01(0.04%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/31/2022 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 03/31/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | -0.1 | 3.4 | -1.2 | 6.0 | -7.8 |
Sharpe Ratio | NA | -0.99 | -0.21 | -0.63 | 0.26 | -1.5 |
Draw Down(%) | NA | 2.3 | 7.0 | 11.8 | 7.0 | 11.8 |
Standard Deviation(%) | NA | 4.8 | 6.2 | 7.1 | 6.8 | 8.1 |
Treynor Ratio | NA | -0.59 | -0.11 | -0.37 | 0.23 | -0.87 |
Alpha | NA | -0.03 | -0.02 | -0.02 | 0.0 | -0.04 |
Beta | NA | 0.08 | 0.11 | 0.12 | 0.08 | 0.14 |
RSquared | NA | 0.04 | 0.05 | 0.1 | 0.02 | 0.19 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2022
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |