Strats Sm Trust Stock Performance
| GJO Stock | USD 24.87 0.13 0.52% |
The entity has a beta of -0.0635, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Strats SM are expected to decrease at a much lower rate. During the bear market, Strats SM is likely to outperform the market. Strats SM Trust right now has a risk of 0.55%. Please validate Strats SM treynor ratio, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Strats SM will be following its existing price patterns.
Risk-Adjusted Performance
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Over the last 90 days Strats SM Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy forward-looking indicators, Strats SM is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (0.52) | Five Day Return (0.40) | Year To Date Return (0.96) | Ten Year Return 25.29 | All Time Return 1.51 |
Forward Dividend Yield 0.032 | Dividend Date 2024-12-16 |
| Strats SM dividend paid on 15th of October 2024 | 10/15/2024 |
1 | Strategy To YieldBoost SM Energy From 1.9 percent To 8.3 percent Using Options - Nasdaq | 10/22/2024 |
| Dividend Yield | 0.032 |
Strats |
Strats SM Relative Risk vs. Return Landscape
If you would invest 2,482 in Strats SM Trust on September 19, 2024 and sell it today you would earn a total of 5.00 from holding Strats SM Trust or generate 0.2% return on investment over 90 days. Strats SM Trust is generating 0.0048% of daily returns assuming volatility of 0.5461% on return distribution over 90 days investment horizon. In other words, 4% of stocks are less volatile than Strats, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Strats SM Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Strats SM's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Strats SM Trust, and traders can use it to determine the average amount a Strats SM'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 = 0.0087
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| Negative Returns | GJO |
Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Strats SM 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 Strats SM by adding Strats SM to a well-diversified portfolio.
Strats SM Fundamentals Growth
Strats Stock prices reflect investors' perceptions of the future prospects and financial health of Strats SM, and Strats SM 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 Strats Stock performance.
About Strats SM Performance
By examining Strats SM's fundamental ratios, stakeholders can obtain critical insights into Strats SM'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 Strats SM 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.
Strats SM is entity of United States. It is traded as Stock on NYSE exchange.Things to note about Strats SM Trust performance evaluation
Checking the ongoing alerts about Strats SM for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Strats SM Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Strats SM's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Strats SM's stock performance include:- Analyzing Strats SM's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Strats SM's stock is overvalued or undervalued compared to its peers.
- Examining Strats SM's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Strats SM's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Strats SM's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Strats SM's stock. These opinions can provide insight into Strats SM's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Strats SM Trust. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Strats SM. If investors know Strats will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Strats SM listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Strats SM Trust is measured differently than its book value, which is the value of Strats that is recorded on the company's balance sheet. Investors also form their own opinion of Strats SM's value that differs from its market value or its book value, called intrinsic value, which is Strats SM'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 Strats SM's market value can be influenced by many factors that don't directly affect Strats SM'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 Strats SM's value and its price as these two are different measures arrived at by different means. Investors typically determine if Strats SM is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Strats SM'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.