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AVDR US LargeCap Leading ETF (AVDR)

ETF · Currency in USD
Issuer
New Age Alpha Advisors LLC
Inception Date
Dec 30, 2020
Region
North America (Broad)
Category
Large Cap Growth Equities
Expense Ratio
0.60%
Index Tracked
ACTIVE - No Index
ETF Home Page
www.newagealphaetfs.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

AVDRPrice Chart


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AVDRPerformance

The chart shows the growth of $10,000 invested in AVDR US LargeCap Leading ETF on Feb 15, 2019 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,055 for a total return of roughly 140.55%. All prices are adjusted for splits and dividends.


AVDR (AVDR US LargeCap Leading ETF)
Benchmark (S&P 500)

AVDRReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-8.23%-3.97%
1M-4.94%-0.94%
6M1.57%7.48%
1Y14.40%21.47%
5Y93.54%18.52%
10Y93.54%18.52%

AVDRMonthly Returns Heatmap


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AVDRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current AVDR US LargeCap Leading ETF Sharpe ratio is 1.19. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


AVDR (AVDR US LargeCap Leading ETF)
Benchmark (S&P 500)

AVDRDividends

AVDR US LargeCap Leading ETF granted a 0.21% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $0.06 per share.


PeriodTTM202120202019
Dividend$0.06$0.06$0.00$0.00

Dividend yield

0.21%0.19%0.00%0.00%

AVDRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


AVDR (AVDR US LargeCap Leading ETF)
Benchmark (S&P 500)

AVDRWorst Drawdowns

The table below shows the maximum drawdowns of the AVDR US LargeCap Leading ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the AVDR US LargeCap Leading ETF is 15.38%, recorded on Apr 1, 2019. It took 28 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.38%Mar 19, 201910Apr 1, 201928May 10, 201938
-12.71%Feb 21, 20197Mar 1, 201910Mar 15, 201917
-8.52%Dec 30, 202113Jan 18, 2022
-5.96%Sep 7, 202120Oct 4, 202113Oct 21, 202133
-5.79%May 20, 20193May 22, 20193May 28, 20196
-5.55%Nov 17, 202110Dec 1, 202119Dec 29, 202129
-4.96%Jan 13, 202112Jan 29, 20214Feb 4, 202116
-4.36%May 10, 20213May 12, 202112May 28, 202115
-4.15%Feb 25, 20216Mar 4, 20215Mar 11, 202111
-3.87%Mar 16, 20217Mar 24, 202111Apr 9, 202118

AVDRVolatility Chart

Current AVDR US LargeCap Leading ETF volatility is 18.28%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


AVDR (AVDR US LargeCap Leading ETF)
Benchmark (S&P 500)

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