Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
EA Series Trust (DRLL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: DRLL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -14.39% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 54286 | Beta - | 52 Weeks Range 25.96 - 31.84 | Updated Date 04/1/2025 |
52 Weeks Range 25.96 - 31.84 | Updated Date 04/1/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a platform that offers diverse ETFs, typically focusing on specific investment strategies and sectors. The specific focus, asset allocation, and investment strategy depend on the individual ETF within the EA Series Trust platform.
Reputation and Reliability
The issuer's reputation and reliability depend on their track record in managing ETFs and delivering consistent performance. Detailed research is needed to assess the issuer's specific standing.
Management Expertise
Management expertise is assessed based on the team's experience in investment management, their understanding of the targeted sector, and their ability to execute the investment strategy effectively.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the EA Series Trust. It typically aims to provide investment returns that correspond to the performance of a specific index, sector, or investment strategy.
Investment Approach and Strategy
Strategy: The strategy depends on the specific ETF. It may involve tracking a specific index, sector, commodity, or actively managing a portfolio to achieve a specific investment outcome.
Composition The composition of the ETF depends on its specific investment strategy. It may hold stocks, bonds, commodities, or a mix of assets based on its objectives.
Market Position
Market Share: The EA Series Trust's market share varies by the specific ETF and its respective sector. Detailed data is needed to determine the individual market share.
Total Net Assets (AUM): Data on AUM is needed to represent the asset under management.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is intense with numerous ETF providers offering similar investment strategies. The EA Series Trust's competitive advantages depend on its unique investment strategies, expense ratios, and performance relative to its peers. The advantages and disadvantages must be assessed on a per-ETF basis.
Financial Performance
Historical Performance: Historical performance data is required to understand the ETF's track record over different time periods. This should be obtained from reliable financial data sources.
Benchmark Comparison: A benchmark comparison is essential to gauge the ETF's effectiveness. Performance is compared with a similar index or a related ETF in the sector.
Expense Ratio: Expense ratio data is needed to calculate management fees and operational costs.
Liquidity
Average Trading Volume
Average trading volume is needed for assessment of ETF liquidity.
Bid-Ask Spread
Bid-ask spread must be provided to indicate the cost of the trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions significantly affect EA Series Trust. Understanding these factors is crucial for assessing the ETF's performance.
Growth Trajectory
Growth trends and patterns depend on the specific ETF. Identifying any changes to strategy and holdings is important for evaluating its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive advantages hinge on unique investment strategies and niche market focus. The fund may offer specialized investment approaches that set it apart. Superior management and lower expense ratios contribute to its competitive edge. The fund can differentiate itself through innovative investment solutions and targeted market segments.
Risk Analysis
Volatility
The ETF's historical volatility needs to be calculated to find risk.
Market Risk
Market risk depends on the underlying assets and their sensitivity to market fluctuations. Risks associated with sector concentration and economic conditions should also be considered.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the EA Series Trust. Investors seeking exposure to specific sectors or investment strategies may find it suitable.
Market Risk
Suitability depends on the investor's risk tolerance, investment horizon, and financial goals. It may be suitable for long-term investors, active traders, or passive index followers depending on the specific ETF.
Summary
EA Series Trust provides a platform for diverse ETFs, each with unique investment objectives and strategies. Investment decisions should consider the specific ETF's focus, performance, and risk profile. Financial data, including expense ratios and historical performance, needs to be thoroughly analyzed. Investor suitability should align with the investor's financial goals and risk tolerance. Careful analysis of the EA Series Trust ETF is imperative before investing.
Similar Companies
Sources and Disclaimers
Data Sources:
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About EA Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to track the investment results of the Bloomberg US Energy Select Index, which measures the performance of U.S. oil and gas producers. The index is designed by Bloomberg Index Services Limited and consists of U.S. equity securities. It is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.