Fieldstone Uva Unconstrained Etf Performance
| FFIU Etf | USD 21.37 0.09 0.42% |
The etf shows a Beta (market volatility) of -0.0563, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fieldstone UVA are expected to decrease at a much lower rate. During the bear market, Fieldstone UVA is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Fieldstone UVA Unconstrained has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable forward indicators, Fieldstone UVA is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Investment Analysis - Stock Traders Daily | 12/09/2024 |
| In Threey Sharp Ratio | -0.73 |
Fieldstone |
Fieldstone UVA Relative Risk vs. Return Landscape
If you would invest 2,191 in Fieldstone UVA Unconstrained on October 9, 2024 and sell it today you would lose (54.00) from holding Fieldstone UVA Unconstrained or give up 2.46% of portfolio value over 90 days. Fieldstone UVA Unconstrained is currently does not generate positive expected returns and assumes 0.5921% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Fieldstone, and 99% 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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Fieldstone UVA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fieldstone UVA's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Fieldstone UVA Unconstrained, and traders can use it to determine the average amount a Fieldstone UVA'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 = -0.0662
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| Negative Returns | FFIU |
Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fieldstone UVA 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 Fieldstone UVA by adding Fieldstone UVA to a well-diversified portfolio.
Fieldstone UVA Fundamentals Growth
Fieldstone Etf prices reflect investors' perceptions of the future prospects and financial health of Fieldstone UVA, and Fieldstone UVA 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 Fieldstone Etf performance.
| Total Asset | 71.25 M | |||
About Fieldstone UVA Performance
Assessing Fieldstone UVA's fundamental ratios provides investors with valuable insights into Fieldstone UVA's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Fieldstone UVA is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective of current income by investing principally in fixed income securities of any kind with a dollar-weighted average effective duration of between three and seven years. Fieldstone Uva is traded on NYSEARCA Exchange in the United States.| Fieldstone UVA Uncon generated a negative expected return over the last 90 days | |
| Fieldstone UVA Uncon created five year return of 0.0% | |
| This fund retains most of the assets under management (AUM) in different types of exotic instruments. |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fieldstone UVA Unconstrained. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
The market value of Fieldstone UVA Uncon is measured differently than its book value, which is the value of Fieldstone that is recorded on the company's balance sheet. Investors also form their own opinion of Fieldstone UVA's value that differs from its market value or its book value, called intrinsic value, which is Fieldstone UVA'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 Fieldstone UVA's market value can be influenced by many factors that don't directly affect Fieldstone UVA'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 Fieldstone UVA's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fieldstone UVA is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fieldstone UVA'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.