Optimize Strategy Index Etf Profile
| OPTZ Etf | 37.08 0.20 0.54% |
PerformanceFair
| Odds Of DistressLow
|
Optimize Strategy is trading at 37.08 as of the 5th of February 2026; that is 0.54 percent decrease since the beginning of the trading day. The etf's open price was 37.28. Optimize Strategy has less than a 9 % chance of experiencing financial distress in the next few years and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 7th of November 2025 and ending today, the 5th of February 2026. Click here to learn more.
Optimize Strategy is entity of United States. It is traded as Etf on NASDAQ exchange. More on Optimize Strategy Index
Moving together with Optimize Etf
| 0.97 | VO | Vanguard Mid Cap | PairCorr |
| 0.91 | VXF | Vanguard Extended Market | PairCorr |
| 0.98 | IJH | iShares Core SP | PairCorr |
| 0.98 | IWR | iShares Russell Mid | PairCorr |
| 0.98 | MDY | SPDR SP MIDCAP | PairCorr |
| 0.96 | FV | First Trust Dorsey | PairCorr |
Moving against Optimize Etf
Optimize Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Mid-Cap Blend (View all Sectors) |
| Issuer | Optimize Financial |
| Inception Date | 2024-04-23 |
| Benchmark | Optimize Strategy Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 213.44 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Sound Capital Solutions, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Casey Witters |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Mar |
| Exchange | NASDAQ |
| Number of Constituents | 357 |
| Market Maker | Wolverine Trading |
| Total Expense | 0.5 |
| Management Fee | 0.5 |
| 200 Day M A | 33.2459 |
| Country Name | USA |
| 50 Day M A | 36.6475 |
| Code | OPTZ |
| Updated At | 5th of February 2026 |
| Returns Y T D | 3.43 |
| Name | Optimize Strategy Index ETF |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG01ML8FZT4 |
| Type | ETF |
| 1y Volatility | 15.43 |
Optimize Strategy Index [OPTZ] is traded in USA and was established null. The fund is listed under Mid-Cap Blend. The entity is thematically classified as Strategy ETFs. Optimize Strategy Index now have in assets. , while the total return for the last year was 23.6%.
Check Optimize Strategy Probability Of Bankruptcy
Geographic Allocation (%)
Optimize Strategy Index Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Optimize Strategy. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.7523 | |||
| Semi Deviation | 0.7963 | |||
| Standard Deviation | 0.9604 | |||
| Variance | 0.9224 |
Optimize Strategy Index Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Optimize Strategy Index Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Optimize Strategy price patterns.
Optimize Strategy Against Markets
Optimize Etf Analysis Notes
Optimize Strategy is is formed as Regulated Investment Company in the United States. ETF is managed and operated by U.S. Bancorp Fund Services, LLC. The fund has 357 constituents across multiple sectors and instustries. The fund charges 0.5 percent management fee with a total expences of 0.5 percent of total asset. It is possible that Optimize Strategy Index etf was renamed or delisted.Optimize Strategy Index Investment Alerts
| Latest headline from thelincolnianonline.com: Optimize Strategy Index ETF Short Interest Update |
Optimize Strategy Thematic Classifications
In addition to having Optimize Strategy etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Strategy ETFsUSA ETFs from Strategy clasification | |
| Broad Equity ETFsUSA ETFs from Broad Equity clasification |
Management Efficiency
Optimize Strategy's management efficiency ratios could be used to measure how well Optimize Strategy manages its routine affairs as well as how well it operates its assets and liabilities.Understanding the operational decisions made by Optimize Strategy management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Returns 1 Y 23.64 | Total Assets 211.1 M | Yield 0.58 | Returns YTD 3.43 |
Top Optimize Strategy Index Etf Constituents
Optimize Strategy Outstanding Bonds
Optimize Strategy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Optimize Strategy Index uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Optimize bonds can be classified according to their maturity, which is the date when Optimize Strategy Index has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US00775PAA57 Corp BondUS00775PAA57 | View | |
| AERCAP IRELAND CAP Corp BondUS00774MAE57 | View | |
| AERCAP IRELAND CAP Corp BondUS00774MAB19 | View | |
| AER 385 29 OCT 41 Corp BondUS00774MAZ86 | View | |
| AER 33 30 JAN 32 Corp BondUS00774MAX39 | View | |
| AER 34 29 OCT 33 Corp BondUS00774MAY12 | View | |
| AER 245 29 OCT 26 Corp BondUS00774MAV72 | View | |
| AER 3 29 OCT 28 Corp BondUS00774MAW55 | View |
Optimize Strategy Predictive Daily Indicators
Optimize Strategy intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Optimize Strategy etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 37.08 | |||
| Day Typical Price | 37.08 | |||
| Price Action Indicator | (0.10) | |||
| Period Momentum Indicator | (0.20) |
Optimize Strategy Forecast Models
Optimize Strategy's time-series forecasting models are one of many Optimize Strategy's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Optimize Strategy's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Optimize Strategy Index. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in poverty. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
The market value of Optimize Strategy Index is measured differently than its book value, which is the value of Optimize that is recorded on the company's balance sheet. Investors also form their own opinion of Optimize Strategy's value that differs from its market value or its book value, called intrinsic value, which is Optimize Strategy's 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 Optimize Strategy's market value can be influenced by many factors that don't directly affect Optimize Strategy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
It's important to distinguish between Optimize Strategy's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Optimize Strategy should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Meanwhile, Optimize Strategy's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.