Fundvantage Trust Etf Performance
| PCHI Etf | 25.08 0.02 0.08% |
The etf shows a Beta (market volatility) of 0.0276, which means not very significant fluctuations relative to the market. As returns on the market increase, FundVantage Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding FundVantage Trust is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in FundVantage Trust are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong technical indicators, FundVantage Trust is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
| FundVantage Trust dividend paid on 1st of October 2025 | 10/01/2025 |
| FundVantage Trust dividend paid on 3rd of November 2025 | 11/03/2025 |
| FundVantage Trust dividend paid on 1st of December 2025 | 12/01/2025 |
FundVantage | Build AI portfolio with FundVantage Etf |
FundVantage Trust Relative Risk vs. Return Landscape
If you would invest 2,498 in FundVantage Trust on September 25, 2025 and sell it today you would earn a total of 10.00 from holding FundVantage Trust or generate 0.4% return on investment over 90 days. FundVantage Trust is currently generating 0.0065% in daily expected returns and assumes 0.2061% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than FundVantage, 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 |
FundVantage Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for FundVantage Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as FundVantage Trust, and traders can use it to determine the average amount a FundVantage Trust'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 = 0.0313
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| Negative Returns | PCHI |
Based on monthly moving average FundVantage Trust is performing at about 2% 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 FundVantage Trust by adding it to a well-diversified portfolio.
About FundVantage Trust Performance
By evaluating FundVantage Trust's fundamental ratios, stakeholders can gain valuable insights into FundVantage Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if FundVantage Trust 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 FundVantage Trust 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.
FundVantage Trust is entity of United States. It is traded as Etf on NYSE ARCA exchange.| On 1st of December 2025 FundVantage Trust paid 0.1502 per share dividend to its current shareholders |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in FundVantage Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. For more detail on how to invest in FundVantage Etf please use our How to Invest in FundVantage Trust guide.You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of FundVantage Trust is measured differently than its book value, which is the value of FundVantage that is recorded on the company's balance sheet. Investors also form their own opinion of FundVantage Trust's value that differs from its market value or its book value, called intrinsic value, which is FundVantage Trust'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 FundVantage Trust's market value can be influenced by many factors that don't directly affect FundVantage Trust'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 FundVantage Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if FundVantage Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FundVantage Trust'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.