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OACP
+0.15 · +0.67%
$23.09 · NYSE ARCA

OneAscent Core Plus Bond ETF (OACP) ETF Analysis | Intermediate Core-Plus Bond

OneAscent Investment ETF · USA
AUM:$233.6M
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.77% — above average for this category.

What is OACP?

The fund primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U. government securities, corporate bonds, taxable municipal securities and mortgage-backed or other asset-backed securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
OACP returned 6.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.77% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 0.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$233.6M
Expense Ratio0.77%
Dividend Yield4.41%
Holdings1
Inception DateMar 2022
Domicile–
Distribution–
Index–
ProviderOneAscent Investment ETF
Beta0.95
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.4%
1Y
+0.2%
3Y
+12.4%
5Y
+5.2%
OpenBook InsightIf you had invested £10,000 in OACP 5 years ago, it would have grown to £10,518 — a gain of £518.

Annual Returns

Calendar year performance

OACP delivered positive returns in 3 of the last 5 calendar years.
YearOACP
2026 YTD-1.9%
2025+7.2%
2024+2.7%
2023+5.5%
2022-7.8%
CAGR 4yr+1.7%
3/5 positive yearsAvg return: +1.1%Worst year: -7.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.3%
Low
Momentum
-0.8%
30-day change
Support Level
22.36
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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