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NYSEArca - Delayed Quote USD

Opal Dividend Income ETF (DIVZ)

33.22
-0.12
(-0.36%)
At close: May 1 at 3:59:50 PM EDT
33.22
0.00
(0.00%)
After hours: May 1 at 4:05:10 PM EDT

ETF Summary

The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts ("ADRs").

Risk Overview

Performance & Risk

YTD Return 5.00%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
DIVZCategory AverageDIVZCategory AverageDIVZCategory Average
Alpha -0.27 -1.33 0 0.41 0 -2.42
BETA 0.69 0.85 0 0.86 0 0.93
Mean Annual Return 0.68 0.67 0 1.39 0 0.82
R-squared 57.88 78.3 0 78.52 0 82.64
Standard Deviation 15.7 16.58 0 16.3 0 15.73
Sharpe Ratio 0.23 0.21 0 0.85 0 0.5
Treynor Ratio 3.73 2.85 0 15.84 0 7.18

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