Barclays Etn Shiller Etf Profile
| CAPE Etf | USD 31.96 0.06 0.19% |
Performance15 of 100
| Odds Of DistressLess than 9
|
Barclays ETN is trading at 31.96 as of the 28th of November 2024, a 0.19% increase since the beginning of the trading day. The etf's lowest day price was 31.95. Barclays ETN has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Barclays ETN Shiller are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S. equity securities, including exchange-traded investment companies that provide exposure to U.S. equity securities, subject to the limitations. Doubleline Shiller is traded on NYSEARCA Exchange in the United States.. More on Barclays ETN Shiller
Moving together with Barclays Etf
| 0.86 | VTV | Vanguard Value Index Sell-off Trend | PairCorr |
| 0.88 | VYM | Vanguard High Dividend | PairCorr |
| 0.92 | IWD | iShares Russell 1000 | PairCorr |
| 0.83 | DGRO | iShares Core Dividend Sell-off Trend | PairCorr |
| 0.9 | IVE | iShares SP 500 | PairCorr |
| 0.96 | DVY | iShares Select Dividend | PairCorr |
Moving against Barclays Etf
Barclays Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | Caperio Holding AB |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Value, DOUBLELINE ETF TRUST (View all Sectors) |
| Issuer | DoubleLine |
| Inception Date | 2022-03-31 |
| Benchmark | S&P 500 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 430.2 Million |
| Average Trading Valume | 37,870.2 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Chase Bank, N.A. |
| Advisor | DoubleLine ETF Adviser LP |
| Custodian | J.P. Morgan Chase, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Jeffrey E. Gundlach, Jeffrey J. Sherman |
| Transfer Agent | J.P. Morgan Chase, N.A. |
| Fiscal Year End | 30-Sep |
| Exchange | NYSE Arca, Inc. |
| Market Maker | Citadel |
| Total Expense | 0.65 |
| Management Fee | 0.65 |
| Country Name | USA |
| Returns Y T D | 24.14 |
| Name | Barclays ETN Shiller Capet ETN |
| Currency Code | USD |
| Open Figi | BBG016GD7CG8 |
| In Threey Volatility | 20.38 |
| 1y Volatility | 21.36 |
| 200 Day M A | 28.2675 |
| 50 Day M A | 30.0223 |
| Code | CAPE |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.54 |
Barclays ETN Shiller [CAPE] is traded in USA and was established 2022-03-31. The fund is listed under Large Value category and is part of DOUBLELINE ETF TRUST family. The entity is thematically classified as Size And Style ETFs. Barclays ETN Shiller currently have 128.9 M in assets under management (AUM). , while the total return for the last 3 years was 20.4%.
Check Barclays ETN Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Barclays Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Barclays Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Barclays ETN Shiller Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Barclays ETN Shiller Etf Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| PLD | Prologis | Stock | Real Estate | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| META | Meta Platforms | Stock | Communication Services | |
| BRK-B | Berkshire Hathaway | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples |
Barclays ETN Shiller Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Barclays ETN. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1533 | |||
| Jensen Alpha | 0.0419 | |||
| Total Risk Alpha | 0.0215 | |||
| Sortino Ratio | 0.0211 |
Barclays ETN Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Barclays ETN Shiller. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
The market value of Barclays ETN Shiller is measured differently than its book value, which is the value of Barclays that is recorded on the company's balance sheet. Investors also form their own opinion of Barclays ETN's value that differs from its market value or its book value, called intrinsic value, which is Barclays ETN'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 Barclays ETN's market value can be influenced by many factors that don't directly affect Barclays ETN'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 Barclays ETN's value and its price as these two are different measures arrived at by different means. Investors typically determine if Barclays ETN is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Barclays ETN'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.