EAGL ETF Analysis: The 2023 Series Trust | NYSE

Large Blend | NYSE, USA | Market Cap: 4.423m USD | 12M Return: 9.7% | Charts, Fundamentals & Technical Analysis

Common Shares, Preferred Shares, Depositary Receipts, Investment
Total Rating 35
Safety 45
Buy Signal -0.39
Large Blend
Category Rotation: -1.2
AUM: 4.42B
Avg Turnover: 10.2M
Risk 3d forecast
Volatility15.4%
VaR 5th Pctl2.90%
VaR vs Median4.96%
Reward TTM
Sharpe Ratio0.42
Rel. Str. IBD36.9
Rel. Str. Peer Group3.3
Character TTM
Beta0.794
Beta Downside0.817
Hurst Exponent0.593
Drawdowns 3y
Max DD15.09%
CAGR/Max DD0.85
CAGR/Mean DD4.84

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 2.3 years of data

Jan -0.5% -
Feb -1.5% -
Mar -4.7% 37
Apr +1.3% 0
May +2.0% 30
Jun -1.1% 0
Jul -2.1% -
Aug +3.3% -
Sep +0.4% -
Oct +0.8% -
Nov -0.6% -
Dec +0.7% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EAGL The 2023 Series Trust

The EAGL ETF operates as a non-diversified equity fund, committing at least 80% of its net assets (plus any borrowings for investment purposes) to equity securities under normal market conditions. Its investable universe includes common and preferred shares of U.S. and non-U.S. companies, shares of other equity-focused investment companies, and depositary receipts such as ADRs and GDRs, which provide access to foreign-listed equities through U.S.-traded instruments.

Classified as a Large Blend ETF, the fund targets large-capitalization stocks with a mix of growth and value characteristics, though its non-diversified status allows for more concentrated holdings than diversified peers. Listed on NYSE with a mid-cap market capitalization of approximately $4.18 billion, EAGL offers investors a single-vehicle route to broad global equity exposure spanning both domestic and international markets.

Headlines to Watch Out For
  • Large-cap equity inflows drive AUM growth above $4 billion
  • International ADR holdings gain on weakening US dollar
  • Non-diversified structure amplifies tech sector concentration risk
What is the price of EAGL shares?

As of July 28, 2026, the stock is trading at USD 32.94 with a total of 189,970 shares traded. Over the past week, the price has changed by -1.14%, over one month by +2.78%, over three months by +0.66% and over the past year by +9.65%.

Current recommended Stop Loss: 32.30 (which is 1.9% or 1.4 ATR below the current price).

Is EAGL a buy, sell or hold?

The 2023 Series Trust has no consensus analysts rating.