Fubon MSCI (Taiwan) Performance
| 0057 Etf | TWD 142.65 1.85 1.31% |
The etf shows a Beta (market volatility) of 0.32, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fubon MSCI's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fubon MSCI is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Fubon MSCI Taiwan are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Fubon MSCI may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
| Fifty Two Week Low | 43.88 | |
| Fifty Two Week High | 53.60 |
Fubon |
Fubon MSCI Relative Risk vs. Return Landscape
If you would invest 12,775 in Fubon MSCI Taiwan on September 5, 2024 and sell it today you would earn a total of 1,490 from holding Fubon MSCI Taiwan or generate 11.66% return on investment over 90 days. Fubon MSCI Taiwan is generating 0.1834% of daily returns and assumes 1.2847% volatility on return distribution over the 90 days horizon. Simply put, 11% of etfs are less volatile than Fubon, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fubon MSCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fubon MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fubon MSCI Taiwan, and traders can use it to determine the average amount a Fubon MSCI'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 = 0.1427
| Best Portfolio | Best Equity | |||
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| Small Returns | 0057 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Fubon MSCI 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 Fubon MSCI by adding it to a well-diversified portfolio.
Fubon MSCI Fundamentals Growth
Fubon Etf prices reflect investors' perceptions of the future prospects and financial health of Fubon MSCI, and Fubon MSCI 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 Fubon Etf performance.
| Price To Earning | 14.22 X | |||
| Price To Book | 1.68 X | |||
| Price To Sales | 0.97 X | |||
| Total Asset | 258.94 M | |||
About Fubon MSCI Performance
Evaluating Fubon MSCI's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fubon MSCI 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 Fubon MSCI 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 to track the price and performance yield, before fees and expenses, of the MSCI Taiwan index. FUBON ASSET is traded on Taiwan Stock Exchange in Taiwan.| The fund holds 96.21% of its total net assets in equities |
Other Information on Investing in Fubon Etf
Fubon MSCI financial ratios help investors to determine whether Fubon Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fubon with respect to the benefits of owning Fubon MSCI security.