Swan Hedged Equity Etf Profile
| HEGD Etf | USD 20.47 0.16 0.79% |
Performance5 of 100
| Odds Of DistressLess than 9
|
Swan Hedged is trading at 20.47 as of the 8th of May 2024, a 0.79 percent up since the beginning of the trading day. The etf's lowest day price was 20.28. Swan Hedged has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Swan Hedged Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2024 and ending today, the 8th of May 2024. Click here to learn more.
The fund is an actively-managed ETF that pursues its investment objective by investing at least 80 percent of its net assets directly and indirectly through one or more other investment companies, including ETFs, in equity securities of large capitalization U.S. More on Swan Hedged Equity
Moving together with Swan Etf
| 0.91 | BUFR | First Trust Cboe | PairCorr |
| 0.88 | BUFD | FT Cboe Vest | PairCorr |
| 0.9 | PSEP | Innovator SP 500 | PairCorr |
| 0.94 | PJAN | Innovator SP 500 | PairCorr |
| 0.97 | ACIO | Aptus Collared Income | PairCorr |
| 0.81 | PJUL | Innovator SP 500 | PairCorr |
Moving against Swan Etf
| 0.49 | VIIX | VIIX | PairCorr |
| 0.44 | CCOR | Core Alternative ETF | PairCorr |
Swan Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Swan Hedged's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Swan Hedged or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Options Trading, Swan (View all Sectors) |
| Issuer | Swan Capital Management |
| Inception Date | 2020-12-23 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 246.92 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Swan Capital Management, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Randy Swan, Robert Swan, Micah Wakefield, Chris Hausman |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 30-Nov |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 9.0 |
| Market Maker | Jane Street |
| Total Expense | 0.82 |
| Management Fee | 0.79 |
| Country Name | USA |
| Returns Y T D | 4.87 |
| Name | Swan Hedged Equity US Large Cap ETF |
| Currency Code | USD |
| Open Figi | BBG00YN70X92 |
| In Threey Volatility | 9.83 |
| 1y Volatility | 9.86 |
| 200 Day M A | 19.2569 |
| 50 Day M A | 20.3777 |
| Code | HEGD |
| Updated At | 7th of May 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.19 |
| Type | ETF |
Swan Hedged Equity [HEGD] is traded in USA and was established 2020-12-22. The fund is listed under Options Trading category and is part of Swan family. The entity is thematically classified as Size And Style ETFs. Swan Hedged Equity currently have 123.23 M in assets under management (AUM). , while the total return for the last 3 years was 5.2%.
Check Swan Hedged Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Swan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Swan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Swan Hedged Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Swan Hedged Equity Etf Constituents
| FGXXX | First American Funds | Money Market Fund | US Money Market Fund |
| IVV | iShares Core SP | Etf | Large Blend |
| SPY | SPDR SP 500 | Etf | Large Blend |
Swan Hedged Target Price Odds Analysis
What are Swan Hedged's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Swan Hedged jumping above the current price in 90 days from now is about 23.25%. The Swan Hedged Equity probability density function shows the probability of Swan Hedged etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Swan Hedged has a beta of 0.667. This usually indicates as returns on the market go up, Swan Hedged average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Swan Hedged Equity will be expected to be much smaller as well. Additionally, swan Hedged Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Swan Hedged to move above the current price in 90 days from now is about 23.25 (This Swan Hedged Equity probability density function shows the probability of Swan Etf to fall within a particular range of prices over 90 days) .
Swan Hedged Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Swan Hedged market risk premium is the additional return an investor will receive from holding Swan Hedged long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Swan Hedged. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Swan Hedged's alpha and beta are two of the key measurements used to evaluate Swan Hedged's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0601 | |||
| Jensen Alpha | (0.0009) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.04) |
Swan Hedged Against Markets
Picking the right benchmark for Swan Hedged etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Swan Hedged etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Swan Hedged is critical whether you are bullish or bearish towards Swan Hedged Equity at a given time. Please also check how Swan Hedged's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Swan Hedged without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Swan Etf?
Before investing in Swan Hedged, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Swan Hedged. To buy Swan Hedged etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Swan Hedged. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Swan Hedged etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Swan Hedged Equity etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Swan Hedged Equity etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Swan Hedged Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Swan Etf please use our How to Invest in Swan Hedged guide.
Already Invested in Swan Hedged Equity?
The danger of trading Swan Hedged Equity is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Swan Hedged is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Swan Hedged. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Swan Hedged Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Swan Hedged Equity is a strong investment it is important to analyze Swan Hedged's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Swan Hedged's future performance. For an informed investment choice regarding Swan Etf, refer to the following important reports: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Swan Hedged Equity. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Swan Hedged Equity information on this page should be used as a complementary analysis to other Swan Hedged's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Swan Hedged Equity is measured differently than its book value, which is the value of Swan that is recorded on the company's balance sheet. Investors also form their own opinion of Swan Hedged's value that differs from its market value or its book value, called intrinsic value, which is Swan Hedged's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Swan Hedged's market value can be influenced by many factors that don't directly affect Swan Hedged's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Swan Hedged's value and its price as these two are different measures arrived at by different means. Investors typically determine if Swan Hedged is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Swan Hedged's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.