Ea Series Trust Etf Performance
| RW Etf | 25.16 0.01 0.04% |
The entity owns a Beta (Systematic Risk) of 0.51, which means possible diversification benefits within a given portfolio. As returns on the market increase, EA Series' returns are expected to increase less than the market. However, during the bear market, the loss of holding EA Series is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days EA Series Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, EA Series is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
EA Series | Build AI portfolio with EA Series Etf |
EA Series Relative Risk vs. Return Landscape
If you would invest 2,625 in EA Series Trust on July 24, 2025 and sell it today you would lose (109.00) from holding EA Series Trust or give up 4.15% of portfolio value over 90 days. EA Series Trust is generating negative expected returns and assumes 0.6542% volatility on return distribution over the 90 days horizon. Put differently, 5% of etfs are less risky than EA Series on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
EA Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for EA Series' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as EA Series Trust, and traders can use it to determine the average amount a EA Series' 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 = -0.0996
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RW |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average EA Series 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 EA Series by adding EA Series to a well-diversified portfolio.
About EA Series Performance
Evaluating EA Series' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if EA Series 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 EA Series 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.
| EA Series Trust generated a negative expected return over the last 90 days |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in EA Series 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 interest. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
The market value of EA Series Trust is measured differently than its book value, which is the value of EA Series that is recorded on the company's balance sheet. Investors also form their own opinion of EA Series' value that differs from its market value or its book value, called intrinsic value, which is EA Series' 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 EA Series' market value can be influenced by many factors that don't directly affect EA Series' 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 EA Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if EA Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EA Series' 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.