Sp Funds Trust Etf Performance
| SPTE Etf | 35.32 0.12 0.34% |
The entity owns a Beta (Systematic Risk) of 1.17, 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, SP Funds will likely underperform.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in SP Funds Trust are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, SP Funds is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
SP Funds Relative Risk vs. Return Landscape
If you would invest 3,421 in SP Funds Trust on September 25, 2025 and sell it today you would earn a total of 111.00 from holding SP Funds Trust or generate 3.24% return on investment over 90 days. SP Funds Trust is currently generating 0.0588% in daily expected returns and assumes 1.342% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of etfs are less volatile than SPTE, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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SP Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SP Funds' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SP Funds Trust, and traders can use it to determine the average amount a SP Funds' 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 = 0.0438
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Based on monthly moving average SP Funds is performing at about 3% 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 SP Funds by adding it to a well-diversified portfolio.
About SP Funds Performance
By analyzing SP Funds' fundamental ratios, stakeholders can gain valuable insights into SP Funds' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SP Funds 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 SP Funds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.