| {% for p in table.periods %} | {{ p }} | {% endfor %}
|---|---|
| {{ row.label }} | {% for c in row.cells %}{{ c.display }}{% if c.dir %}{% endif %} | {% endfor %}
No {{ period }} figures have been reported.
{% endif %}Overall {{ health.verdict }} · {{ health.percent }}%
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
ETF quality {{ etf_quality.verdict }} · {{ etf_quality.percent }}%
A read on the fund wrapper: cost, how tightly it tracks NAV, diversification, and size. For reading at a glance, not investment advice.
{{ indicators.rsi_note }}
A mechanical reading of the chart’s indicators — not investment advice.
{{ symbol.ticker }} is a futures contract. Finance follows futures with live quotes only, so there is no historical daily chart; the price above updates live while the market is trading.
{% else %}No daily price history is available for {{ symbol.ticker }}.
{% endif %}Past earnings dates come from {{ symbol.ticker }}’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Across the nine graded ratios{% if fundamentals.basis %} ({{ fundamentals.basis }} balance-sheet figures{% if fundamentals.pe_basis %}, P/E on {{ fundamentals.pe_basis }} earnings{% endif %}, against the latest price){% endif %}, {{ symbol.ticker }}’s fundamentals read as {{ standing.verdict|lower }} overall.
Balance-sheet ratios read {{ fundamentals.basis }} figures{% if fundamentals.pe_basis %}; the P/E uses {{ fundamentals.pe_basis }} EPS{% endif %}, against the latest price.
{% endif %} {% if fundamentals.earnings_stale %}Latest SEC earnings are from {{ fundamentals.earnings_period }}; the price-based ratios may lag a more recent quarter.
{% endif %}{{ r.reading }}
{{ r.explain }}
Officers and board are drawn from {{ symbol.ticker }}’s recent SEC ownership filings (Forms 3, 4 and 5).
{% if leadership.changes %}Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
{{ fund_meta.strategy_summary }}
{% endif %}| Window | Return | Annualised |
|---|---|---|
| {{ r.label }} | {{ r.pct }} | {{ r.annualised }} |
Cumulative price returns from {{ symbol.ticker }}’s stored daily closes. Distributions are not folded in; see Distributions below.
A $10,000 investment scaled by the fund’s daily closes since inception.{% if symbol.benchmark %} The dashed line tracks the same amount in {{ symbol.benchmark }} from the fund’s first trading day forward.{% endif %}
{{ symbol.ticker }} is a grantor trust: it holds the physical commodity directly rather than a portfolio of securities, so it reports no holdings.
{% elif fund.asset_mix %}Projection scales {{ symbol.ticker }}’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
{# per-event history, newest first #}