Avantis Small Cap Etf Performance
| AVUV Etf | USD 96.11 0.44 0.46% |
The etf shows a Beta (market volatility) of 1.53, which signifies 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, Avantis Small will likely underperform.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Avantis Small Cap are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Avantis Small is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
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| In Threey Sharp Ratio | 0.46 |
Avantis |
Avantis Small Relative Risk vs. Return Landscape
If you would invest 9,503 in Avantis Small Cap on September 23, 2024 and sell it today you would earn a total of 108.00 from holding Avantis Small Cap or generate 1.14% return on investment over 90 days. Avantis Small Cap is currently generating 0.0268% in daily expected returns and assumes 1.3975% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of etfs are less volatile than Avantis, 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 |
Avantis Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Avantis Small's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Avantis Small Cap, and traders can use it to determine the average amount a Avantis Small'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 = 0.0192
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AVUV |
Estimated Market Risk
| 1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Avantis Small is performing at about 1% of its full potential. 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 Avantis Small by adding it to a well-diversified portfolio.
Avantis Small Fundamentals Growth
Avantis Etf prices reflect investors' perceptions of the future prospects and financial health of Avantis Small, and Avantis Small 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 Avantis Etf performance.
| Total Asset | 3.37 B | |||
About Avantis Small Performance
Evaluating Avantis Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Avantis Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Avantis Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. Avantis US is traded on NYSEARCA Exchange in the United States.| Latest headline from zacks.com: Is WisdomTree U.S. SmallCap Dividend ETF a Strong ETF Right Now | |
| The fund holds 99.88% of its assets under management (AUM) in equities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Avantis Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Stocks Directory module to find actively traded stocks across global markets.
The market value of Avantis Small Cap is measured differently than its book value, which is the value of Avantis that is recorded on the company's balance sheet. Investors also form their own opinion of Avantis Small's value that differs from its market value or its book value, called intrinsic value, which is Avantis Small'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 Avantis Small's market value can be influenced by many factors that don't directly affect Avantis Small'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 Avantis Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Avantis Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Small'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.