QVOY Stock Price, Chart, Stats & News

Ultimus Managers Trust - Q3 Active Rotation ETF
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Tactical Allocation
Category
8.04%
Dividend yield
$2.50
1.10%
Expense ratio
59.55M
Assets
30.90%
1Y return
QVOY chart
1M
3M
1Y
5Y
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QVOY returns
| YTD | 14.16% |
| 1Y | 30.90% |
| 3Y | 14.27% |
| 1Y volatility | 13.01% |
| 3Y volatility | 13.75% |
| Sharpe ratio | 0.81 |
About
Under typical market conditions, this fund chiefly allocates its capital to shares of diverse investment vehicles, including exchange-traded funds (ETFs), open-end mutual funds, and closed-end funds. These investments are strategically distributed across four key areas: core equity, active equity, fixed income, and alternative assets. Via these underlying holdings, the fund aims to indirectly gain exposure to equity securities across all market capitalization sizes and to debt instruments spanning the entire range of credit qualities.
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