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McElhenny Sheffield Managed Risk ETF (MSMR)

Moderate Allocation | Exchange Traded Fund | Cboe US
34.46 USD -0.23 (-0.663%) ⇩ (Aug. 28, 2026, 3:59 p.m. EDT)
After hours: 34.46 -0.08 (-0.080%) ⇩ (Aug. 28, 2026, 4:10 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★☆☆Dividends:★★⯪☆☆
Hot Take | Aug. 22, 2026, 4:47 a.m. EDT

The asset presents a classic case of a fundamentally sound business currently trapped by technical weakness. Over the last three years, the portfolio has delivered a robust +48.62% cumulative gain, driven by three consecutive years of positive annual growth (+12.58%, +19.57%, +10.41%). This multi-year upward trajectory confirms that the market has consistently rewarded the underlying holdings, avoiding any structural decline despite the recent pullback. However, the short-term outlook is muted; the price is hovering just below both its 50-day and 200-day moving averages, indicating a lack of immediate momentum to fuel a breakout. The statistical forecast model, which captures short-term noise, leans slightly negative (-0.03%), reinforcing the view that the immediate path is flat rather than explosive. Consequently, while the long-term thesis remains intact due to the proven growth history, the near-term entry lacks the necessary catalyst to justify aggressive positioning.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.052670
AutoTheta0.057867
MSTL0.064854
AutoARIMA0.065658

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 57%
H-stat 5.25
Ljung-Box p 0.000
Jarque-Bera p 0.013
Excess Kurtosis 0.62
Attribute Value
Trailing P/E 22.00

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.55% 1.87% 1.90%
Dividend History
Date Dividend Yield %
2026-06-29 0.193 0.548545
2026-03-30 0.261 0.774987
2025-12-30 0.119 0.343891
2025-09-29 0.068 0.202616
2025-06-27 0.228 0.741898
2025-03-28 0.110 0.372881
2024-12-30 0.551 1.825894
2024-09-27 0.063 0.212364
2024-06-27 0.058 0.206929
2024-03-26 0.012 0.043557
2023-12-27 0.108 0.424261
2023-03-29 0.097 0.442983
2022-12-28 0.141 0.652778
2021-12-29 0.017 0.068383
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 1.86

Info Dump

Attribute Value
All Time High 37.67
All Time Low 19.32
Ask 51.78
Ask Size 600
Average Daily Volume10 Day 14,340
Average Daily Volume3 Month 16,062
Average Volume 16,062
Average Volume10Days 14,340
Beta3 Year 0.82
Bid 17.26
Bid Size 500
Category Moderate Allocation
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 34.76
Day Low 34.46
Dividend Yield 1.86
Eps Trailing Twelve Months 1.5661237
Esg Populated 0
Exchange BTS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 34.95552
Fifty Day Average Change -0.49552155
Fifty Day Average Change Percent -0.014175774
Fifty Two Week Change Percent 8.243883
Fifty Two Week High 37.67
Fifty Two Week High Change -3.209999
Fifty Two Week High Change Percent -0.085213676
Fifty Two Week Low 31.92
Fifty Two Week Low Change 2.539999
Fifty Two Week Low Change Percent 0.07957391
Fifty Two Week Range 31.92 - 37.67
First Trade Date Milliseconds 1,637,159,400,000
Full Exchange Name Cboe US
Fullday Change -0.23
Fullday Change Percent -0.663014
Fullday Price 34.46
Fund Family MSCM Funds
Fund Inception Date 1,637,020,800
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary The fund is an actively managed exchange-traded fund (“ETF”) that employs proprietary trend-based and sector rotation strategies developed by the fund’s investment sub-adviser. Under normal market conditions, the fund invests approximately 100% of its assets in the underlying investments. The Sub-Adviser expects to generally allocate approximately 50% of the fund’s assets to each of the strategies, although such allocations may vary over time in response to market movements.
Long Name McElhenny Sheffield Managed Risk ETF
Market us_market
Market State CLOSED
Max Age 86,400
Message Board Id finmb_1683192087
Nav Price 34.7754
Net Assets 182,437,584.0
Net Expense Ratio 1.06
Open 34.76
Phone (414) 765-5586
Post Market Change -0.08000183
Post Market Change Percent -0.23162082
Post Market Price 34.46
Post Market Time 1,787,947,805
Previous Close 34.69
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change -0.23
Regular Market Change Percent -0.663014
Regular Market Day High 34.76
Regular Market Day Low 34.46
Regular Market Day Range 34.46 - 34.76
Regular Market Open 34.76
Regular Market Previous Close 34.69
Regular Market Price 34.46
Regular Market Time 1,787,947,190
Regular Market Volume 4,216
Short Name McElhenny Sheffield Managed Ris
Source Interval 15
Symbol MSMR
Three Year Average Return 0.1454124
Total Assets 182,437,584
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 22.00337
Trailing Peg Ratio None
Trailing Three Month Nav Returns -3.79648
Trailing Three Month Returns -3.79648
Triggerable 1
Two Hundred Day Average 35.28576
Two Hundred Day Average Change -0.8257599
Two Hundred Day Average Change Percent -0.023402072
Type Disp ETF
Volume 4,216
Yield 0.0186
Ytd Return 1.45362