(OPTZ) Optimize Strategy Index - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • • Mid-Cap Blend
OPTZ: Stocks, Bonds, Commodities, Currencies
Additional Sources for OPTZ ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
OPTZ ETF Overview
| Market Cap in USD | 154m |
| Category | Mid-Cap Blend |
| IPO / Inception | 2024-04-22 |
OPTZ ETF Ratings
| Growth 5y | 40.5% |
| Fundamental | - |
| Dividend | 7.83% |
| Rel. Strength Industry | -5.24 |
| Analysts | - |
| Fair Price Momentum | 22.80 USD |
| Fair Price DCF | - |
OPTZ Dividends
| Dividend Yield 12m | 0.34% |
| Yield on Cost 5y | 0.38% |
| Annual Growth 5y | -100.00% |
| Payout Consistency | 100.0% |
OPTZ Growth Ratios
| Growth Correlation 3m | -49.5% |
| Growth Correlation 12m | 86.8% |
| Growth Correlation 5y | 86.8% |
| CAGR 5y | 10.14% |
| CAGR/Max DD 5y | 0.81 |
| Sharpe Ratio 12m | 1.68 |
| Alpha | -4.53 |
| Beta | 1.15 |
| Volatility | 20.99% |
| Current Volume | 3k |
| Average Volume 20d | 2.6k |
What is the price of OPTZ stocks?
As of March 09, 2025, the stock is trading at USD 27.82 with a total of 2,980 shares traded.
Over the past week, the price has changed by -3.93%, over one month by -7.87%, over three months by -10.36% and over the past year by +10.14%.
As of March 09, 2025, the stock is trading at USD 27.82 with a total of 2,980 shares traded.
Over the past week, the price has changed by -3.93%, over one month by -7.87%, over three months by -10.36% and over the past year by +10.14%.
Is Optimize Strategy Index a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Optimize Strategy Index (NASDAQ:OPTZ) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 40.47 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OPTZ as of March 2025 is 22.80. This means that OPTZ is currently overvalued and has a potential downside of -18.04%.
Partly, yes. Based on ValueRay Analyses, Optimize Strategy Index (NASDAQ:OPTZ) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 40.47 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OPTZ as of March 2025 is 22.80. This means that OPTZ is currently overvalued and has a potential downside of -18.04%.
Is OPTZ a buy, sell or hold?
Optimize Strategy Index has no consensus analysts rating.
Optimize Strategy Index has no consensus analysts rating.
What are the forecast for OPTZ stock price target?
According to ValueRays Forecast Model, OPTZ Optimize Strategy Index will be worth about 26.9 in March 2026. The stock is currently trading at 27.82. This means that the stock has a potential downside of -3.41%.
According to ValueRays Forecast Model, OPTZ Optimize Strategy Index will be worth about 26.9 in March 2026. The stock is currently trading at 27.82. This means that the stock has a potential downside of -3.41%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 26.9 | -3.4% |