Capital Link Global Fintech Leaders ETF chart

Last update: 2022-12-30
Key statistics and financials
Three year average return 25.51%
YTD return -1.16%
Beta 3Y 1.04
Total Assets 30.25M
Annual report expense ratio 0.95%

Company description

The fund will normally invest at least 80% of its net assets in securities of the index. The index was designed by the index provider to measure the performance of a diversified group of publicly-listed companies considered to be Fintech Leaders.

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Capital Link Global Fintech Leaders ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Capital Link Global Fintech Leaders ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Capital Link Global Fintech Leaders ETF

Here is the result of two systematic investment strategies applied to Capital Link Global Fintech Leaders ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Capital Link Global Fintech Leaders ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Capital Link Global Fintech Leaders ETF:

Capital Link Global Fintech Leaders ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 58.36% on the backtest period.

Performance at glance

Performance

58.36 %

Latent gain

1148.85 $

Invested capital

1968.4 $

Annualized return

15.2 %
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Momentum strategy results on Capital Link Global Fintech Leaders ETF

This is the result of two momentum investment strategies applied to Capital Link Global Fintech Leaders ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Capital Link Global Fintech Leaders ETF

The following chart shows all the entries opened by the momentum investment system on Capital Link Global Fintech Leaders ETF:

Capital Link Global Fintech Leaders ETF momentum entries
  • The first momentum investment strategy would give 46.37% of return on Capital Link Global Fintech Leaders ETF. That represents 1863.82$ of latent gain with 4019.45$ of employed capital.
  • The second momentum investment strategy would give 51.53% of return on Capital Link Global Fintech Leaders ETF. That represents 1821.5$ of latent gain with 3534.91$ of employed capital.
Performance at glance (1Q Momentum)

Performance

46.37 %

Latent gain

1863.82 $

Invested capital

4019.45 $

Annualized return

0.0 %
Performance at glance (2Q Momentum)

Performance

51.53 %

Latent gain

1821.5 $

Invested capital

3534.91 $

Annualized return

15.34 %

Momentum equity curve on Capital Link Global Fintech Leaders ETF

The following chart shows the equity curve of the two momentum strategies applied to Capital Link Global Fintech Leaders ETF:

Capital Link Global Fintech Leaders ETF momentum equity

Note: the dividends potentially given by Capital Link Global Fintech Leaders ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Capital Link Global Fintech Leaders ETF

The following chart shows the employed capital evolution of the two momentum strategies on Capital Link Global Fintech Leaders ETF since the beginning:

Capital Link Global Fintech Leaders ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Capital Link Global Fintech Leaders ETF

Buy the dip entry openings on Capital Link Global Fintech Leaders ETF

Capital Link Global Fintech Leaders ETF

The performance achieved by the robo-advisor on Capital Link Global Fintech Leaders ETF is 0%. That represents 0.0$ of latent gain with 0.0$ of employed capital. The following chart shows Capital Link Global Fintech Leaders ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Capital Link Global Fintech Leaders ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 $

Invested capital

0.0 $

Annualized return

0.0 %

Equity curve of the strategy applied to Capital Link Global Fintech Leaders ETF

The following chart shows the result of the investment strategy applied to Capital Link Global Fintech Leaders ETF:

Capital Link Global Fintech Leaders ETF

Note: the dividends potentially given by Capital Link Global Fintech Leaders ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Capital Link Global Fintech Leaders ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Capital Link Global Fintech Leaders ETF:

Capital Link Global Fintech Leaders ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Capital Link Global Fintech Leaders ETF

In this section, I will compare the three previous investment strategies applied to Capital Link Global Fintech Leaders ETF.

Equity curve comparison on Capital Link Global Fintech Leaders ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Capital Link Global Fintech Leaders ETF investment strategy comparison

Employed capital comparison on Capital Link Global Fintech Leaders ETF

Capital Link Global Fintech Leaders ETF investment comparison

Performance comparison on Capital Link Global Fintech Leaders ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 58.36% 1148.85$ 1968.4$ 15.2%
Momentum 1 quarter 46.37% 1863.82$ 4019.45$ 12.88%
Momentum 2 quarters 51.53% 1821.5$ 3534.91$ 15.34%
Non-directional 0% 0.0$ 0.0$ 0.0%
Annualized return comparison

Automatic investment

15.2 %

Momentum 1Q

15.34 %

Momentum 2Q

15.34 %

Non-directional

0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Capital Link Global Fintech Leaders ETF:

Positive correlations

Most correlated stocks this year

  • CAPITAL LINK GLOBAL FINTECH LEADERS ETF

  • Most correlated stocks last 3 months

  • Columbia Research Enhanced Core ETF
  • Educational Development Corp
  • SLEEP COUNTRY CANADA HOLDINGS INC
  • Renaissance IPO ETF
  • iShares Russell 2000 Growth ETF
  • SPDR S&P Kensho New Economies Composite ETF
  • CAPITAL LINK GLOBAL FINTECH LEADERS ETF
  • iShares Global Tech ETF
  • iShares Russell 1000 Growth ETF
  • iShares MSCI Intl Momentum Factor ET
  • IQ Hedge Long/Short Tracker ETF
  • iShares Expanded Tech Sector ETF
  • iShares U.S. Technology ETF
  • iShares S&P 500 Growth ETF
  • iShares Russell Top 200 Growth ETF
  • Vanguard Mega Cap Growth ETF
  • SPDR S&P 1500 Momentum Tilt ETF
  • Wingstop Inc
  • KKR & Co. Inc
  • SPDR Bloomberg Investment Grade Floating Rate ETF
  • CANACCORD GENUITY GROUP INC
  • Renaissance International IPO ETF
  • VanEck IG Floating Rate ETF
  • Defiance Quantum ETF
  • SPDR MSCI World StrategicFactors SM ETF
  • Techtarget Inc
  • HORIZONS NASDAQ 100 INDEX ETF
  • IQ Hedge Event-Driven Tracker ETF
  • PRIMO WATER CORPORATION
  • Tractor Supply Company
  • REAL MATTERS INC
  • Pool Corporation
  • RIVERSTONE
  • Celsius Holdings Inc
  • Sunrun Inc
  • TPI Composites Inc
  • ARK Next Generation Internet ETF
  • Globant S.A.
  • Veeva Systems Inc - Class A
  • Direxion Daily Pharmaceutical & Medical Bull 3X Sh
  • Invesco Dynamic Pharmaceuticals ETF
  • NORTHLAND POWER INC.
  • Redfin Corp
  • Invesco Dynamic Large Cap Growth ETF
  • FlexShares Quality Dividend Defensive Index Fund
  • Invesco Global Listed Private Equity ETF
  • Invesco Dynamic Semiconductors ETF
  • Xtrackers Russell 1000 US Quality at a Reasonable
  • Direxion NASDAQ-100 Equal Weighted Index Shares
  • Direxion Daily Technology Bull 3X Shares
  • BETAPRO NASDAQ 100 2X DAILY BULL ETF
  • SPDR MSCI USA StrategicFactors SM ETF
  • Genmab

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months

  • CH INNOVATION
  • Direxion Daily Technology Bear -3X Shares
  • Bank of Montreal

  • Note: The algorithm computes the probability of correlation between Capital Link Global Fintech Leaders ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of Capital Link Global Fintech Leaders ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Capital Link Global Fintech Leaders ETF
    Country
    City
    Address
    Phone
    Website
    FullTime employees
    Industry
    Sector
    Exchange ARCX
    Ticker KOIN
    Market

    Capital Link Global Fintech Leaders ETF ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown