Cboe US - Delayed Quote USD

Amberwave Invest USA JSG Fund (IUSA)

15.94 0.00 (0.00%)
At close: January 13 at 9:36 AM EST

ETF Summary

Under normal market conditions, the Adviser seeks to achieve the fund’s investment objective by investing in the equity securities of U.S. companies in the S&P 500 that the Adviser determines score highly on the Adviser’s proprietary jobs, security and growth (JSG) scoring methodology, while also seeking to outperform the broad equity market. The fund, however, does typically maintain a portion of its assets in cash, typically 1 to 3%.

Risk Overview

Performance & Risk

YTD Return 2.45%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.00
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
IUSACategory AverageIUSACategory AverageIUSACategory Average
Alpha 0 -1.1 0 -0.96 0 -1.2
BETA 0 0.95 0 0.98 0 0.99
Mean Annual Return 0 0.91 0 1.21 0 1.01
R-squared 0 93.93 0 95.16 0 95.05
Standard Deviation 0 17.33 0 18.46 0 15.4
Sharpe Ratio 0 0.46 0 0.67 0 0.69
Treynor Ratio 0 7.21 0 11.73 0 10.12

Related Tickers