Spdr Sp Regional Etf Performance

KRE Etf  USD 50.28  0.26  0.52%   
The entity has a beta of 1.71, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, SPDR SP will likely underperform.

Risk-Adjusted Performance

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Over the last 90 days SPDR SP Regional has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, SPDR SP is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1
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2
EXCLUSIVE Regional Banks A Buying Opportunity Amid Ridiculously Cheap Valuations, Veteran Value Investor Says
02/02/2024
3
Yellen Warns Non-Bank Lenders Could Fail As Household Finances Become Stretched
02/08/2024
4
Montag A Associates Inc. Raises Position in SPDR SP Regional Banking ETF
02/13/2024
5
NYCB Shares Keep Falling As Investors Weigh Significant And Very Expensive Financial Strategy
03/11/2024
6
Tightening The Tap Regional Banks, Tech Stocks, Bitcoin Brace For Liquidity Crunch As Fed Lifeline Ends
03/14/2024
7
Bank Stocks Hit All-Time Highs Analyst Points To Further Rally On A 1995 Soft Landing Scenario
03/21/2024
8
Fort Washington Investment Advisors Inc. OH Cuts Holdings in SPDR SP Regional Banking ETF - Defense World
03/28/2024
In Threey Sharp Ratio-0.17
  

SPDR SP Relative Risk vs. Return Landscape

If you would invest  5,218  in SPDR SP Regional on December 30, 2023 and sell it today you would lose (190.00) from holding SPDR SP Regional or give up 3.64% of portfolio value over 90 days. SPDR SP Regional is generating negative expected returns assuming volatility of 1.7872% on return distribution over 90 days investment horizon. In other words, 15% of etfs are less volatile than SPDR, and above 99% of all equities are expected to generate higher returns over the next 90 days.
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Considering the 90-day investment horizon SPDR SP is expected to under-perform the market. In addition to that, the company is 3.12 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

SPDR SP Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR SP Regional, and traders can use it to determine the average amount a SPDR SP's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0252

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Estimated Market Risk

 1.79
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85% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

 -0.03
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Most of other assets perform better
Based on monthly moving average SPDR SP is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SPDR SP by adding SPDR SP to a well-diversified portfolio.

SPDR SP Fundamentals Growth

SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR SP, and SPDR SP fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SPDR Etf performance.

About SPDR SP Performance

To evaluate SPDR SP Regional Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when SPDR SP generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare SPDR Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand SPDR SP Regional market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents SPDR's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
In seeking to track the performance of the SP Regional Banks Select Industry Index , the fund employs a sampling strategy. SP Regional is traded on NYSEARCA Exchange in the United States.
SPDR SP Regional generated a negative expected return over the last 90 days
Latest headline from news.google.com: Fort Washington Investment Advisors Inc. OH Cuts Holdings in SPDR SP Regional Banking ETF - Defense World
The fund generated three year return of -7.0%
SPDR SP Regional maintains 99.84% of its assets in stocks
When determining whether SPDR SP Regional is a strong investment it is important to analyze SPDR SP'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 SPDR SP's future performance. For an informed investment choice regarding SPDR Etf, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in SPDR SP Regional. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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The market value of SPDR SP Regional is measured differently than its book value, which is the value of SPDR that is recorded on the company's balance sheet. Investors also form their own opinion of SPDR SP's value that differs from its market value or its book value, called intrinsic value, which is SPDR SP'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 SPDR SP's market value can be influenced by many factors that don't directly affect SPDR SP'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 SPDR SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR SP'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.