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Sound Equity Income ETF (SDEI)

ETF · Currency in USD · Last updated May 21, 2022

SDEI is an actively managed ETF by Toroso Investments. SDEI launched on Dec 30, 2020 and has a 0.45% expense ratio.

ETF Info

Trading Data

  • Previous Close$26.15
  • Year Range$22.94 - $27.43
  • EMA (50)$26.31
  • EMA (200)$25.55
  • Average Volume$3.77K

SDEIShare Price Chart


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SDEIPerformance

The chart shows the growth of $10,000 invested in Sound Equity Income ETF on Jan 4, 2021 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,328 for a total return of roughly 33.28%. All prices are adjusted for splits and dividends.


SDEI (Sound Equity Income ETF)
Benchmark (^GSPC)

SDEIReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-3.26%-12.57%
YTD1.71%-18.14%
6M5.55%-17.07%
1Y5.38%-5.21%
5Y23.05%2.78%
10Y23.05%2.78%

SDEIMonthly Returns Heatmap


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SDEISharpe 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 Sound Equity Income ETF Sharpe ratio is 0.24. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


SDEI (Sound Equity Income ETF)
Benchmark (^GSPC)

SDEIDividend History

Sound Equity Income ETF granted a 3.75% dividend yield in the last twelve months, as of May 21, 2022. The annual payout for that period amounted to $0.98 per share.


PeriodTTM20212020
Dividend$0.98$0.85$0.00

Dividend yield

3.75%3.32%0.00%

SDEIDrawdowns Chart

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


SDEI (Sound Equity Income ETF)
Benchmark (^GSPC)

SDEIWorst Drawdowns

The table below shows the maximum drawdowns of the Sound Equity Income 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 Sound Equity Income ETF is 80.47%, recorded on Jan 4, 2021. It took 2 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.47%Jan 4, 20211Jan 4, 20212Jan 6, 20213
-10.16%May 18, 202143Jul 19, 2021112Dec 27, 2021155
-6.7%Apr 21, 202214May 10, 2022
-6.64%Jan 18, 202227Feb 24, 202221Mar 25, 202248
-4.72%Mar 16, 20217Mar 24, 202111Apr 9, 202118
-4.28%Jan 15, 202110Jan 29, 20215Feb 5, 202115
-3.54%May 11, 20212May 12, 20213May 17, 20215
-2.64%Feb 25, 20212Feb 26, 20213Mar 3, 20215
-2.55%Mar 30, 20226Apr 6, 20229Apr 20, 202215
-1.96%Mar 9, 20211Mar 9, 20212Mar 11, 20213

SDEIVolatility Chart

Current Sound Equity Income ETF volatility is 28.99%. 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.


SDEI (Sound Equity Income ETF)
Benchmark (^GSPC)

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