Aptus Defined Risk Etf Performance
| DRSK Etf | USD 25.68 0.01 0.04% |
The etf shows a Beta (market volatility) of 0.58, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aptus Defined's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aptus Defined is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Aptus Defined Risk has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, Aptus Defined is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
1 | Learn to Evaluate using the Charts - Stock Traders Daily | 02/14/2024 |
2 | AAM SP Developed Markets High Dividend Value ETF Stock Price Up 0.5 percent - Defense World | 03/12/2024 |
3 | Retirements Magic Number Soaring Can ETFs Help - etf.com | 04/05/2024 |
4 | Technical Pivots with Risk Controls - Stock Traders Daily | 04/25/2024 |
| In Threey Sharp Ratio | -0.48 |
Aptus |
Aptus Defined Relative Risk vs. Return Landscape
If you would invest 2,585 in Aptus Defined Risk on February 2, 2024 and sell it today you would lose (17.00) from holding Aptus Defined Risk or give up 0.66% of portfolio value over 90 days. Aptus Defined Risk is currently does not generate positive expected returns and assumes 0.4951% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of etfs are less volatile than Aptus, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Aptus Defined Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aptus Defined's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Aptus Defined Risk, and traders can use it to determine the average amount a Aptus Defined'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 = -0.0191
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DRSK |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aptus Defined 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 Aptus Defined by adding Aptus Defined to a well-diversified portfolio.
Aptus Defined Fundamentals Growth
Aptus Etf prices reflect investors' perceptions of the future prospects and financial health of Aptus Defined, and Aptus Defined 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 Aptus Etf performance.
| Total Asset | 801.03 M | |||
About Aptus Defined Performance
To evaluate Aptus Defined Risk 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 Aptus Defined 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 Aptus 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 Aptus Defined Risk market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Aptus'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.The fund is an actively managed exchange-traded fund that seeks to achieve its objective through a hybrid fixed income and equity strategy. Aptus Defined is traded on BATS Exchange in the United States.| Aptus Defined Risk generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Technical Pivots with Risk Controls - Stock Traders Daily | |
| The fund created three year return of -2.0% | |
| Aptus Defined Risk retains about 11.92% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Aptus Defined Risk. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
The market value of Aptus Defined Risk is measured differently than its book value, which is the value of Aptus that is recorded on the company's balance sheet. Investors also form their own opinion of Aptus Defined's value that differs from its market value or its book value, called intrinsic value, which is Aptus Defined'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 Aptus Defined's market value can be influenced by many factors that don't directly affect Aptus Defined'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 Aptus Defined's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aptus Defined is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aptus Defined'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.