Altrius Global Dividend Etf Performance
| DIVD Etf | USD 34.90 0.50 1.45% |
The etf shows a Beta (market volatility) of 0.0449, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Altrius Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Altrius Global is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Altrius Global Dividend are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of rather inconsistent basic indicators, Altrius Global may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
Altrius |
Altrius Global Relative Risk vs. Return Landscape
If you would invest 3,201 in Altrius Global Dividend on December 17, 2024 and sell it today you would earn a total of 289.00 from holding Altrius Global Dividend or generate 9.03% return on investment over 90 days. Altrius Global Dividend is currently generating 0.1446% in daily expected returns and assumes 0.7543% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than Altrius, 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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Altrius Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Altrius Global's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Altrius Global Dividend, and traders can use it to determine the average amount a Altrius Global'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 = 0.1917
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Altrius Global is performing at about 15% 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 Altrius Global by adding it to a well-diversified portfolio.
Altrius Global Fundamentals Growth
Altrius Etf prices reflect investors' perceptions of the future prospects and financial health of Altrius Global, and Altrius Global 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 Altrius Etf performance.
| Total Asset | 808.5 K | |||
About Altrius Global Performance
By analyzing Altrius Global's fundamental ratios, stakeholders can gain valuable insights into Altrius Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Altrius Global 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 Altrius Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
To pursue its objective, the fund will invest at least 90 percent of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. Altrius Global is traded on NASDAQ Exchange in the United States.| The fund retains 99.69% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Altrius Global Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of Altrius Global Dividend is measured differently than its book value, which is the value of Altrius that is recorded on the company's balance sheet. Investors also form their own opinion of Altrius Global's value that differs from its market value or its book value, called intrinsic value, which is Altrius Global'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 Altrius Global's market value can be influenced by many factors that don't directly affect Altrius Global'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 Altrius Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Altrius Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Altrius Global'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.