ROPE
+1.77 · +6.69%
$28.19 · NYSE ARCA

EA Series Trust (ROPE) ETF Analysis | Systematic Trend

Coastal Funds · USA
AUM:$7.0M
#– of – in Systematic Trend 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 15.6% over the past year, showing positive momentum.

What is ROPE?

The fund is an actively-managed exchange-traded fund ("ETF") that invests primarily in common stocks, but may at times seek to provide downside protection by investing up to 100% of the fund"s assets into cash or cash equivalents, depending on market conditions. Coastal Equity Management, LLC, the fund"s sub-adviser (the "Sub-Adviser") uses a trend following approach that seeks to participate in upward trends in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ROPE delivered 15.6% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 52.2% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 2.30% — modest income alongside capital growth potential.
ETF Information
AUM$7.0M
Expense Ratio0.00%
Dividend Yield2.30%
Holdings50
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderCoastal Funds
Beta–
CategorySystematic Trend
CurrencyUSD
Portfolio Impact

How would ROPE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.8%
1Y
+17.2%
3Y
+28.8%
5Y
+28.8%
OpenBook InsightIf you had invested £10,000 in ROPE 5 years ago, it would have grown to £12,883 — a gain of £2,883.

Annual Returns

Calendar year performance

ROPE delivered positive returns in 3 of the last 3 calendar years.
YearROPE
2026 YTD+11.7%
2025+14.2%
2024+0.3%
CAGR 2yr+7.1%
3/3 positive yearsAvg return: +8.8%Worst year: +0.3% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.2%
Low
Momentum
+0.9%
30-day change
Support Level
30.08
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.