Betapro Sp 500 Etf Performance
| SPXU Etf | 28.84 0.02 0.07% |
The etf shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BetaPro SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding BetaPro SP is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in BetaPro SP 500 are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, BetaPro SP displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
BetaPro |
BetaPro SP Relative Risk vs. Return Landscape
If you would invest 2,479 in BetaPro SP 500 on May 17, 2025 and sell it today you would earn a total of 405.00 from holding BetaPro SP 500 or generate 16.34% return on investment over 90 days. BetaPro SP 500 is generating 0.2561% of daily returns and assumes 1.2478% volatility on return distribution over the 90 days horizon. Simply put, 11% of etfs are less volatile than BetaPro, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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BetaPro SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BetaPro SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BetaPro SP 500, and traders can use it to determine the average amount a BetaPro SP'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 = 0.2052
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average BetaPro SP is performing at about 16% 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 BetaPro SP by adding it to a well-diversified portfolio.
About BetaPro SP Performance
By examining BetaPro SP's fundamental ratios, stakeholders can obtain critical insights into BetaPro SP's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that BetaPro SP is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.