Inspire Smallmid Cap Etf Performance
| ISMD Etf | USD 38.28 0.15 0.39% |
The etf retains a Market Volatility (i.e., Beta) of 0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Inspire SmallMid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Inspire SmallMid is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Inspire SmallMid Cap are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound primary indicators, Inspire SmallMid is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Is Inspire SmallMid Cap ETF a Strong ETF Right Now - MSN | 12/06/2024 |
2 | Investment Analysis and Advice - Stock Traders Daily | 01/15/2025 |
| In Threey Sharp Ratio | 0.08 |
Inspire |
Inspire SmallMid Relative Risk vs. Return Landscape
If you would invest 3,711 in Inspire SmallMid Cap on October 23, 2024 and sell it today you would earn a total of 117.00 from holding Inspire SmallMid Cap or generate 3.15% return on investment over 90 days. Inspire SmallMid Cap is currently generating 0.0606% in daily expected returns and assumes 1.3515% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of etfs are less volatile than Inspire, 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 |
Inspire SmallMid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inspire SmallMid's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Inspire SmallMid Cap, and traders can use it to determine the average amount a Inspire SmallMid'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 = 0.0449
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| Cash | Small Risk | ISMD | High Risk | Huge Risk |
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Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Inspire SmallMid is performing at about 3% 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 Inspire SmallMid by adding it to a well-diversified portfolio.
Inspire SmallMid Fundamentals Growth
Inspire Etf prices reflect investors' perceptions of the future prospects and financial health of Inspire SmallMid, and Inspire SmallMid 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 Inspire Etf performance.
| Total Asset | 105.13 M | |||
About Inspire SmallMid Performance
By analyzing Inspire SmallMid's fundamental ratios, stakeholders can gain valuable insights into Inspire SmallMid's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Inspire SmallMid 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 Inspire SmallMid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund generally invests at least 80 percent of its total assets in the component securities of the index. Inspire SmallMid is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Investment Analysis and Advice - Stock Traders Daily | |
| The fund retains 98.84% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Inspire SmallMid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
The market value of Inspire SmallMid Cap is measured differently than its book value, which is the value of Inspire that is recorded on the company's balance sheet. Investors also form their own opinion of Inspire SmallMid's value that differs from its market value or its book value, called intrinsic value, which is Inspire SmallMid'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 Inspire SmallMid's market value can be influenced by many factors that don't directly affect Inspire SmallMid'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 Inspire SmallMid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Inspire SmallMid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Inspire SmallMid'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.