Defiance Sp 500 Etf Performance
| WDTE Etf | 34.25 0.01 0.03% |
The etf shows a Beta (market volatility) of 0.5, which means possible diversification benefits within a given portfolio. As returns on the market increase, Defiance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Defiance is expected to be smaller as well.
Risk-Adjusted Performance
Excellent
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Defiance SP 500 are ranked lower than 42 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating basic indicators, Defiance exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Coppell Advisory Solutions LLC Has 330,000 Holdings in Defiance SP 500 Enhanced Options Income ETF | 04/24/2025 |
Defiance | Build AI portfolio with Defiance Etf |
Defiance Relative Risk vs. Return Landscape
If you would invest 2,897 in Defiance SP 500 on April 20, 2025 and sell it today you would earn a total of 528.00 from holding Defiance SP 500 or generate 18.23% return on investment over 90 days. Defiance SP 500 is currently generating 0.2717% in daily expected returns and assumes 0.5074% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of etfs are less volatile than Defiance, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Defiance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Defiance's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Defiance SP 500, and traders can use it to determine the average amount a Defiance'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 = 0.5354
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Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.54 actual daily | 42 58% of assets perform better |
Based on monthly moving average Defiance is performing at about 42% 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 Defiance by adding it to a well-diversified portfolio.
About Defiance Performance
By analyzing Defiance's fundamental ratios, stakeholders can gain valuable insights into Defiance's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Defiance 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 Defiance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Defiance is entity of United States. It is traded as Etf on NYSE ARCA exchange.| Defiance SP 500 was previously known as Tidal Trust II and was traded on NYSE ARCA Exchange under the symbol JEPY. | |
| Defiance is showing solid risk-adjusted performance over 90 days |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Defiance SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of Defiance SP 500 is measured differently than its book value, which is the value of Defiance that is recorded on the company's balance sheet. Investors also form their own opinion of Defiance's value that differs from its market value or its book value, called intrinsic value, which is Defiance'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 Defiance's market value can be influenced by many factors that don't directly affect Defiance'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 Defiance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Defiance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Defiance'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.