New York Life ETF Key Technical Indicators

HART ETF  USD 30.67  0.04  0.13%   
New York is classified in the Health category and is typically evaluated through NAV behavior, yield profile, volatility, and portfolio exposure rather than operating-company ratios. Reported net assets are about $7.19 million, and the one-year return is -5.4%. In the current reporting cycle, New York posts the RSI momentum reading reading of 58, consistent with balanced price action. A reading near 50 often appears during transitional phases when a prior trend is consolidating before resuming or reversing.
Momentum
OversoldOverbought
58 · Firm
As of the 9th of May, New York prints 30.67 per share on the tape. Available indicator data includes Risk Adjusted Performance of 0.0735, mean deviation of 0.7371, and Downside Deviation of 0.9569. Market dynamics are evaluated through structured indicator analysis. Indicator dispersion is evaluated across similar market participants.
Fund Screeners offer additional screening dimensions including yield, momentum, and volatility. The screener organizes funds by user-defined portfolio and market parameters.

New York's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be a good short-term indicator of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

Current New York One Year Return
    
  -5.40 %  
Ratios such as One Year Return can help describe New York's reported profile, but they are only part of the picture for a fund. Because investors are buying portfolio exposure rather than an operating business, fund valuation relies more heavily on NAV-related measures and distribution characteristics. Reported accounting ratios can still be useful, but they are generally secondary to fund-specific measures. A price-to-book ratio of 2.41 helps frame the market's assessment of New York's asset base. These metrics offer one lens on New York's structure, but they do not replace category and NAV analysis.
Competition

New York Life Fund Metrics Relationships

Main Technical Indicators as of May 9, 2026

Daily Market Strength Indicators

Rate of Change and Momentum readings for New York measure the velocity of recent price moves rather than direction alone. These indicators add context to how recent sessions in New York have behaved. These indicators are most informative when viewed alongside New York's volume profile and volatility measures. The Price Action Indicator distills each session's open-high-low-close into a single directional score for New York.

New York Comparable Funds

These peer funds help position New York within a broader category rather than against operating businesses. Funds are typically compared on holdings mix, category returns, risk measures, and implementation cost rather than on operating-company margins.
 Risk & Return  Correlation

One Year Return Peer Comparison

Analyzing New York's One Year Return relative to peer ETFs adds category context to the fund's reported metrics. For funds, the goal is usually to compare portfolio structure, cost profile, leverage, and distribution characteristics alongside the reported ratio. Outlier readings on One Year Return among peer funds often deserve review, but they rarely tell the whole story by themselves. Used properly, the peer view helps investors judge whether New York looks typical or unusual within its fund universe.
New York is currently under evaluation in one year return across the ETF category.

Fund Metrics Relationships

Fund Asset Allocation for New York

The fund invests 100.1% of asset under management in tradable equity instruments, with the rest of investments concentrated in .
The asset allocation of New York's reflects how its portfolio is divided among different asset categories. The proportion invested in each asset class aligns New York's risk-return profile with investor goals. By diversifying across instruments, New York's can better manage exposure to adverse market conditions. A portfolio structure designed to weather different market environments improves long-term resilience.
The specific mix of assets in a mutual fund is guided by its investment strategy and market outlook. Fund managers continuously monitor and adjust this allocation in response to market conditions. Effective asset allocation is one of the primary drivers of long-term mutual fund performance. Evaluating fund allocation in the context of broader portfolio diversification highlights potential overlap or concentration.

Important Fund Metrics

Financial Metrics, Fundamentals & Methodology

Liquidity and holdings composition determine how New York behaves under stress regimes. Implementation details can create persistent tracking difference over time.

Reported values for New York Life are derived from fund disclosures and market reference feeds and standardized for analysis. Accounting-line values follow GAAP or IFRS structures as published in issuer filings.

Editorial review and methodology oversight provided by: Gabriel Shpitalnik, Member of Macroaxis Editorial Board