Aptus Defined Risk Etf Performance
| DRSK Etf | USD 28.37 0.07 0.25% |
The etf shows a Beta (market volatility) of 0.29, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Aptus Defined's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aptus Defined is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Aptus Defined Risk are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, Aptus Defined is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
1 | Aptus Defined Risk ETF declares quarterly distribution of 0.2137 | 10/01/2024 |
2 | Aptus Capital Advisors Expands Active, Options-Based ETF Lineup with the Launch of the Aptus Large Cap Upside ETF | 11/21/2024 |
| In Threey Sharp Ratio | -0.22 |
Aptus |
Aptus Defined Relative Risk vs. Return Landscape
If you would invest 2,816 in Aptus Defined Risk on September 18, 2024 and sell it today you would earn a total of 28.00 from holding Aptus Defined Risk or generate 0.99% return on investment over 90 days. Aptus Defined Risk is currently generating 0.0168% in daily expected returns and assumes 0.4782% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of etfs are less volatile than Aptus, 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 |
Aptus Defined Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aptus Defined's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Aptus Defined Risk, and traders can use it to determine the average amount a Aptus Defined'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 = 0.0352
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| Negative Returns | DRSK |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Aptus Defined 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 Aptus Defined by adding it to a well-diversified portfolio.
Aptus Defined Fundamentals Growth
Aptus Etf prices reflect investors' perceptions of the future prospects and financial health of Aptus Defined, and Aptus Defined 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 Aptus Etf performance.
| Total Asset | 801.03 M | |||
About Aptus Defined Performance
By examining Aptus Defined's fundamental ratios, stakeholders can obtain critical insights into Aptus Defined's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Aptus Defined is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund is an actively managed exchange-traded fund that seeks to achieve its objective through a hybrid fixed income and equity strategy. Aptus Defined is traded on BATS Exchange in the United States.| Latest headline from finance.yahoo.com: Aptus Capital Advisors Expands Active, Options-Based ETF Lineup with the Launch of the Aptus Large Cap Upside ETF | |
| The fund retains about 11.92% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Aptus Defined Risk. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
The market value of Aptus Defined Risk is measured differently than its book value, which is the value of Aptus that is recorded on the company's balance sheet. Investors also form their own opinion of Aptus Defined's value that differs from its market value or its book value, called intrinsic value, which is Aptus Defined'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 Aptus Defined's market value can be influenced by many factors that don't directly affect Aptus Defined'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 Aptus Defined's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aptus Defined is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aptus Defined'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.