CVRD
CVRD 1-star rating from Upturn Advisory

Madison ETFs Trust (CVRD)

Madison ETFs Trust (CVRD) 1-star rating from Upturn Advisory
$18.82
Last Close (24-hour delay)
Profit since last BUY2.28%
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BUY since 12 days
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Upturn Advisory Summary

01/09/2026: CVRD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -3.9%
Avg. Invested days 32
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 01/09/2026
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Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 15.36 - 18.72
Updated Date 06/30/2025
52 Weeks Range 15.36 - 18.72
Updated Date 06/30/2025
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Madison ETFs Trust

Madison ETFs Trust(CVRD) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The Madison ETFs Trust is a U.S.-based exchange-traded fund that focuses on providing exposure to a specific investment objective, often related to a particular sector or strategy. The exact asset allocation and investment strategy would depend on the specific ETF within the Trust.

Reputation and Reliability logo Reputation and Reliability

Information regarding the issuer's specific reputation and track record would need to be researched for the specific ETF provider of Madison ETFs Trust.

Leadership icon representing strong management expertise and executive team Management Expertise

Details about the management team's experience and expertise would be specific to the individual ETF manager(s) within the Madison ETFs Trust.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary investment goal of any ETF within the Madison ETFs Trust would be to achieve its stated objective, whether that's tracking an index, focusing on a specific sector, or employing a particular investment strategy.

Investment Approach and Strategy

Strategy: This would vary significantly depending on the specific ETF. It could aim to track a broad market index, a niche sector index, a commodity, or implement an actively managed strategy.

Composition The composition would be dictated by the ETF's strategy. It could hold stocks, bonds, commodities, derivatives, or a combination thereof.

Market Position

Market Share: Market share information for the Madison ETFs Trust as a whole is not readily available without specifying a particular ETF within the trust. Market share is typically analyzed at the individual ETF level.

Total Net Assets (AUM): Total Net Assets (AUM) is specific to each individual ETF within the Madison ETFs Trust. Aggregate AUM for the entire trust is not typically reported as a single metric.

Competitors

Key Competitors logo Key Competitors

  • No specific ETF symbol provided for Madison ETFs Trust, making it impossible to identify key competitors.
  • Please provide a specific ETF symbol from the Madison ETFs Trust for accurate competitor analysis.

Competitive Landscape

The competitive landscape for ETFs is vast and dynamic, with thousands of ETFs available across various asset classes and strategies. Success often depends on factors like expense ratios, tracking error (for index ETFs), liquidity, and investor demand for the underlying strategy.

Financial Performance

Historical Performance: Historical performance data is specific to each individual ETF within the Madison ETFs Trust. Analysis would require selecting a particular ETF and examining its past returns over various periods.

Benchmark Comparison: Comparison to a benchmark index is only relevant if the ETF is designed to track one. This would be specific to each ETF's stated objective.

Expense Ratio: The expense ratio varies for each ETF within the Madison ETFs Trust. This is a crucial factor for investors and is disclosed in the ETF's prospectus.

Liquidity

Average Trading Volume

Average trading volume is specific to each individual ETF within the Madison ETFs Trust and is a key indicator of its ease of trading.

Bid-Ask Spread

The bid-ask spread for an ETF within the Madison ETFs Trust reflects the cost of transacting and is dependent on its trading volume and market maker activity.

Market Dynamics

Market Environment Factors

Factors such as overall economic conditions, interest rate policies, sector-specific trends, and investor sentiment would influence the performance of any ETF within the Madison ETFs Trust.

Growth Trajectory

Growth trends and patterns are specific to individual ETFs within the Madison ETFs Trust and would be influenced by their investment strategy, performance, and market demand.

Moat and Competitive Advantages

Competitive Edge

Without specific details on the individual ETFs within the Madison ETFs Trust, it's impossible to define a competitive edge. Potential advantages could include a unique investment strategy, cost-efficiency, strong performance, or a niche market focus.

Risk Analysis

Volatility

Volatility assessment requires specific historical price data for an individual ETF within the Madison ETFs Trust.

Market Risk

Market risk for an ETF is derived from the risks associated with its underlying holdings. For example, an ETF holding technology stocks would be subject to the risks specific to the tech sector.

Investor Profile

Ideal Investor Profile

The ideal investor profile would depend entirely on the specific investment objective and strategy of the individual ETF within the Madison ETFs Trust.

Market Risk

Suitability, whether for long-term investors, active traders, or passive index followers, is determined by the ETF's investment strategy and risk profile.

Summary

The Madison ETFs Trust is an umbrella structure that houses various exchange-traded funds. Each ETF within the trust has its own unique investment objective, strategy, and underlying holdings. Investors must research individual ETFs to understand their specific goals, risks, and potential performance. Liquidity, expense ratios, and market dynamics are key considerations for any investment within the trust.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • General knowledge of ETF structures and market dynamics.
  • Information requires specification of a particular ETF within the Madison ETFs Trust for accurate data retrieval.

Disclaimers:

This JSON object provides a general framework for analyzing an ETF trust. Specific data and analysis for individual ETFs within the Madison ETFs Trust cannot be provided without identifying the specific ETF symbol. All investment decisions should be made after consulting with a qualified financial advisor and conducting thorough due diligence on the specific ETF.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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About Madison ETFs Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.