Unified Series Trust Etf Net Income
| OALC Etf | USD 36.01 0.01 0.03% |
As of the 24th of January, Unified Series has the Coefficient Of Variation of 1328.32, semi deviation of 0.8532, and Risk Adjusted Performance of 0.0557. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Unified Series Trust, as well as the relationship between them.
Unified Series' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Unified Series' valuation are provided below:Unified Series Trust does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. The market value of Unified Series Trust is measured differently than its book value, which is the value of Unified that is recorded on the company's balance sheet. Investors also form their own opinion of Unified Series' value that differs from its market value or its book value, called intrinsic value, which is Unified Series' 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 Unified Series' market value can be influenced by many factors that don't directly affect Unified Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Unified Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Unified Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unified Series' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Unified Series 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Unified Series' etf what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Unified Series.
| 10/26/2025 |
| 01/24/2026 |
If you would invest 0.00 in Unified Series on October 26, 2025 and sell it all today you would earn a total of 0.00 from holding Unified Series Trust or generate 0.0% return on investment in Unified Series over 90 days. Unified Series is related to or competes with AIM ETF, AllianzIM Large, AIM ETF, Innovator, First Trust, Tema ETF, and Direxion Daily. The Adviser seeks to achieve the funds investment objective by applying the advisers proprietary OneAscent Navigator pro... More
Unified Series Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Unified Series' etf current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Unified Series Trust upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9592 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 3.4 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.07 |
Unified Series Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Unified Series' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Unified Series' standard deviation. In reality, there are many statistical measures that can use Unified Series historical prices to predict the future Unified Series' volatility.| Risk Adjusted Performance | 0.0557 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0558 |
Unified Series January 24, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
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| Volume Indicators |
| Risk Adjusted Performance | 0.0557 | |||
| Market Risk Adjusted Performance | 0.0658 | |||
| Mean Deviation | 0.5976 | |||
| Semi Deviation | 0.8532 | |||
| Downside Deviation | 0.9592 | |||
| Coefficient Of Variation | 1328.32 | |||
| Standard Deviation | 0.7802 | |||
| Variance | 0.6087 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0558 | |||
| Maximum Drawdown | 3.4 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.07 | |||
| Downside Variance | 0.92 | |||
| Semi Variance | 0.7279 | |||
| Expected Short fall | (0.56) | |||
| Skewness | (0.75) | |||
| Kurtosis | 0.2615 |
Unified Series Trust Backtested Returns
At this point, Unified Series is very steady. Unified Series Trust owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0376, which indicates the etf had a 0.0376 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Unified Series Trust, which you can use to evaluate the volatility of the etf. Please validate Unified Series' Risk Adjusted Performance of 0.0557, coefficient of variation of 1328.32, and Semi Deviation of 0.8532 to confirm if the risk estimate we provide is consistent with the expected return of 0.0297%. The entity has a beta of 0.87, which indicates possible diversification benefits within a given portfolio. Unified Series returns are very sensitive to returns on the market. As the market goes up or down, Unified Series is expected to follow.
Auto-correlation | -0.35 |
Poor reverse predictability
Unified Series Trust has poor reverse predictability. Overlapping area represents the amount of predictability between Unified Series time series from 26th of October 2025 to 10th of December 2025 and 10th of December 2025 to 24th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Unified Series Trust price movement. The serial correlation of -0.35 indicates that nearly 35.0% of current Unified Series price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.35 | |
| Spearman Rank Test | -0.18 | |
| Residual Average | 0.0 | |
| Price Variance | 0.17 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Unified Series Trust reported net income of 0.0. This indicator is about the same for the OneAscent Investment ETF average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States etfs average (which is currently at 0.0).
Unified Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Unified Series's current stock value. Our valuation model uses many indicators to compare Unified Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Unified Series competition to find correlations between indicators driving Unified Series's intrinsic value. More Info.Unified Series Trust is regarded second largest ETF in beta as compared to similar ETFs. It is rated number one ETF in one year return as compared to similar ETFs reporting about 16.39 of One Year Return per Beta. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Unified Series' earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Unified Series
The fund consists of 89.21% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides Unified Series' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Unified Fundamentals
| Beta | 0.97 | |||
| Total Asset | 53.02 M | |||
| One Year Return | 15.90 % | |||
| Three Year Return | 18.90 % | |||
| Net Asset | 53.02 M | |||
| Equity Positions Weight | 89.21 % |
About Unified Series Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Unified Series Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Unified Series using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Unified Series Trust based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Unified Series Trust offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Unified Series' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Unified Series Trust Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Unified Series Trust Etf:Check out Unified Series Piotroski F Score and Unified Series Altman Z Score analysis. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of Unified Series Trust is measured differently than its book value, which is the value of Unified that is recorded on the company's balance sheet. Investors also form their own opinion of Unified Series' value that differs from its market value or its book value, called intrinsic value, which is Unified Series' 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 Unified Series' market value can be influenced by many factors that don't directly affect Unified Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Unified Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Unified Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unified Series' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.