Find A Portfolio/Ticker
Comparison Box
OAIM: OneAscent International Equity ETF (ETF)
Basic Info 31.41 0.22(0.70%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/15/2022 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 09/15/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 3.3 | 9.1 | 17.5 | 16.8 | 7.4 |
Sharpe Ratio | NA | 0.4 | 0.24 | 0.75 | 0.99 | 0.77 |
Draw Down(%) | NA | 4.0 | 14.7 | 14.7 | 14.7 | 12.1 |
Standard Deviation(%) | NA | 10.7 | 11.7 | 17.6 | 12.8 | 31.8 |
Treynor Ratio | NA | 0.06 | 0.04 | 0.16 | 0.17 | 0.26 |
Alpha | NA | -0.01 | -0.04 | 0.01 | -0.01 | 0.13 |
Beta | NA | 0.73 | 0.79 | 0.82 | 0.74 | 0.93 |
RSquared | NA | 0.67 | 0.68 | 0.56 | 0.62 | 0.53 |
Yield(%) | N/A | 0.0 | 1.8 | N/A | 2.0 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | 237.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2022
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 |