Series Portfolios Trust Etf Performance
SCAP Etf | USD 33.84 0.08 0.24% |
The entity has a beta of 1.32, 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, Series Portfolios will likely underperform.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Series Portfolios Trust are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Even with relatively uncertain basic indicators, Series Portfolios may actually be approaching a critical reversion point that can send shares even higher in April 2024. ...more
1 | Exploring the potential of US small caps - ETF Express | 01/05/2024 |
2 | Infrastructure Capital Advisors Declares Its Monthly Dividends The InfraCap Small Cap Income ETF and ... - Yahoo Finance | 01/26/2024 |
3 | SCAP Focused And Value Approach To Small Cap Investing - Seeking Alpha | 03/05/2024 |
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Series Portfolios Relative Risk vs. Return Landscape
If you would invest 3,132 in Series Portfolios Trust on December 30, 2023 and sell it today you would earn a total of 252.00 from holding Series Portfolios Trust or generate 8.05% return on investment over 90 days. Series Portfolios Trust is currently generating 0.1309% in daily expected returns and assumes 0.8979% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Series, 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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Series Portfolios Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Series Portfolios' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Series Portfolios Trust, and traders can use it to determine the average amount a Series Portfolios' 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 = 0.1458
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Estimated Market Risk
0.9 actual daily | 7 93% of assets are more volatile |
Expected Return
0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Series Portfolios is performing at about 11% 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 Series Portfolios by adding it to a well-diversified portfolio.
Series Portfolios Fundamentals Growth
Series Etf prices reflect investors' perceptions of the future prospects and financial health of Series Portfolios, and Series Portfolios 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 Series Etf performance.
Price To Earning | 23.47 X | |||
Price To Book | 2.24 X | |||
Price To Sales | 1.10 X | |||
Total Asset | 3.59 M | |||
About Series Portfolios Performance
To evaluate Series Portfolios Trust Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Series Portfolios generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Series Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Series Portfolios Trust market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Series's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The investment seeks to provide total return through long-term capital appreciation and current income. AdvisorShares Cornerstone is traded on PCX Exchange in the United States.Latest headline from news.google.com: SCAP Focused And Value Approach To Small Cap Investing - Seeking Alpha | |
The fund created three year return of -5.0% | |
Series Portfolios Trust maintains 98.16% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Series Portfolios Trust. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Series Portfolios Trust information on this page should be used as a complementary analysis to other Series Portfolios' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Complementary Tools for Series Etf analysis
When running Series Portfolios' price analysis, check to measure Series Portfolios' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Series Portfolios is operating at the current time. Most of Series Portfolios' value examination focuses on studying past and present price action to predict the probability of Series Portfolios' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Series Portfolios' price. Additionally, you may evaluate how the addition of Series Portfolios to your portfolios can decrease your overall portfolio volatility.
Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
CEOs Directory Screen CEOs from public companies around the world | |
Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
Transaction History View history of all your transactions and understand their impact on performance |
The market value of Series Portfolios Trust is measured differently than its book value, which is the value of Series that is recorded on the company's balance sheet. Investors also form their own opinion of Series Portfolios' value that differs from its market value or its book value, called intrinsic value, which is Series Portfolios' 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 Series Portfolios' market value can be influenced by many factors that don't directly affect Series Portfolios' 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 Series Portfolios' value and its price as these two are different measures arrived at by different means. Investors typically determine if Series Portfolios is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Series Portfolios' 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.