Roundhill Sp 500 Etf Performance
| XDIV Etf | USD 25.96 0.04 0.15% |
The etf holds a Beta of 0.23, which implies not very significant fluctuations relative to the market. As returns on the market increase, Roundhill's returns are expected to increase less than the market. However, during the bear market, the loss of holding Roundhill is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Roundhill SP 500 are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly fragile forward indicators, Roundhill may actually be approaching a critical reversion point that can send shares even higher in September 2025. ...more
1 | On The My Stocks Page - news.stocktradersdaily.com | 07/17/2025 |
2 | This High-Yielding ETF Has Risen by Around 20 percent in the Past Year - Baystreet.ca | 08/12/2025 |
Roundhill | Build AI portfolio with Roundhill Etf |
Roundhill Relative Risk vs. Return Landscape
If you would invest 2,526 in Roundhill SP 500 on May 18, 2025 and sell it today you would earn a total of 70.00 from holding Roundhill SP 500 or generate 2.77% return on investment over 90 days. Roundhill SP 500 is currently generating 0.103% in daily expected returns and assumes 0.5906% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Roundhill, and 98% 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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Roundhill Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Roundhill's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Roundhill SP 500, and traders can use it to determine the average amount a Roundhill'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 = 0.1743
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| Cash | XDIV | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Roundhill is performing at about 13% 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 Roundhill by adding it to a well-diversified portfolio.
Roundhill Fundamentals Growth
Roundhill Etf prices reflect investors' perceptions of the future prospects and financial health of Roundhill, and Roundhill fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Roundhill Etf performance.
| Total Asset | 38.5 M | |||
About Roundhill Performance
Evaluating Roundhill's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Roundhill 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 Roundhill 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.
The investment seeks investment results that, before fees and expenses, correspond to the performance of the Metaurus U.S. US Equity is traded on NYSEArca Exchange in the United States.| Latest headline from news.google.com: This High-Yielding ETF Has Risen by Around 20 percent in the Past Year - Baystreet.ca | |
| The fund keeps about 42.9% of its net assets in bonds |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Roundhill SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of Roundhill SP 500 is measured differently than its book value, which is the value of Roundhill that is recorded on the company's balance sheet. Investors also form their own opinion of Roundhill's value that differs from its market value or its book value, called intrinsic value, which is Roundhill'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 Roundhill's market value can be influenced by many factors that don't directly affect Roundhill'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 Roundhill's value and its price as these two are different measures arrived at by different means. Investors typically determine if Roundhill is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Roundhill'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.