Series Portfolios Trust Etf Performance

SCAP Etf  USD 31.50  0.04  0.13%   
The entity has a beta of 1.29, 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

2 of 100

 
Weak
 
Strong
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Series Portfolios Trust are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, Series Portfolios is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
  

Series Portfolios Relative Risk vs. Return Landscape

If you would invest  3,109  in Series Portfolios Trust on January 21, 2024 and sell it today you would earn a total of  41.00  from holding Series Portfolios Trust or generate 1.32% return on investment over 90 days. Series Portfolios Trust is currently generating 0.0253% in daily expected returns and assumes 0.9569% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of etfs are less volatile than Series, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Series Portfolios is expected to generate 2.57 times less return on investment than the market. In addition to that, the company is 1.55 times more volatile than its market benchmark. It trades about 0.03 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.11 per unit of volatility.

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 = 0.0265

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsSCAP

Estimated Market Risk

 0.96
  actual daily
8
92% of assets are more volatile

Expected Return

 0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.03
  actual daily
2
98% of assets perform better
Based on monthly moving average Series Portfolios is performing at about 2% 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.

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.
The fund created three year return of -5.0%
Series Portfolios Trust maintains 98.16% of its assets in stocks
When determining whether Series Portfolios Trust is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Series Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Series Portfolios Trust Etf. Highlighted below are key reports to facilitate an investment decision about Series Portfolios Trust Etf:
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 AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
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.