Adaptive Alpha Opportunities Etf Performance
| AGOX Etf | USD 25.24 0.44 1.77% |
The etf shows a Beta (market volatility) of 0.8, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Adaptive Alpha's returns are expected to increase less than the market. However, during the bear market, the loss of holding Adaptive Alpha is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Adaptive Alpha Opportunities has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest fragile performance, the Etf's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the ETF investors. ...more
1 | How To Trade - Stock Traders Daily | 02/04/2025 |
2 | Trading Report - Stock Traders Daily | 03/07/2025 |
| In Threey Sharp Ratio | 0.20 |
Adaptive |
Adaptive Alpha Relative Risk vs. Return Landscape
If you would invest 2,787 in Adaptive Alpha Opportunities on December 17, 2024 and sell it today you would lose (263.00) from holding Adaptive Alpha Opportunities or give up 9.44% of portfolio value over 90 days. Adaptive Alpha Opportunities is currently does not generate positive expected returns and assumes 1.4155% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of etfs are less volatile than Adaptive, 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 |
Adaptive Alpha Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Adaptive Alpha's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Adaptive Alpha Opportunities, and traders can use it to determine the average amount a Adaptive Alpha'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 = -0.1096
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AGOX |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Adaptive Alpha is not performing at its full potential. However, 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 Adaptive Alpha by adding Adaptive Alpha to a well-diversified portfolio.
Adaptive Alpha Fundamentals Growth
Adaptive Etf prices reflect investors' perceptions of the future prospects and financial health of Adaptive Alpha, and Adaptive Alpha 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 Adaptive Etf performance.
| Total Asset | 161.16 M | |||
About Adaptive Alpha Performance
Evaluating Adaptive Alpha's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Adaptive Alpha 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 Adaptive Alpha 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 funds portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. Adaptive Growth is traded on NYSEARCA Exchange in the United States.| Adaptive Alpha Oppor generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Trading Report - Stock Traders Daily | |
| The fund holds 81.13% of its assets under management (AUM) in equities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Adaptive Alpha Opportunities. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of Adaptive Alpha Oppor is measured differently than its book value, which is the value of Adaptive that is recorded on the company's balance sheet. Investors also form their own opinion of Adaptive Alpha's value that differs from its market value or its book value, called intrinsic value, which is Adaptive Alpha'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 Adaptive Alpha's market value can be influenced by many factors that don't directly affect Adaptive Alpha'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 Adaptive Alpha's value and its price as these two are different measures arrived at by different means. Investors typically determine if Adaptive Alpha is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Adaptive Alpha'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.