Oshares Quality Dividend Etf Performance
| OUSA Etf | USD 52.25 0.73 1.38% |
The etf holds a Beta of 0.21, which implies not very significant fluctuations relative to the market. As returns on the market increase, OShares Quality's returns are expected to increase less than the market. However, during the bear market, the loss of holding OShares Quality is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days OShares Quality Dividend has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, OShares Quality is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | This ETF Could Be Interesting Post-Election Idea - ETF Trends | 10/18/2024 |
| In Threey Sharp Ratio | 0.21 |
OShares |
OShares Quality Relative Risk vs. Return Landscape
If you would invest 5,428 in OShares Quality Dividend on October 14, 2024 and sell it today you would lose (203.00) from holding OShares Quality Dividend or give up 3.74% of portfolio value over 90 days. OShares Quality Dividend is currently does not generate positive expected returns and assumes 0.6107% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than OShares, 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 |
OShares Quality Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for OShares Quality's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as OShares Quality Dividend, and traders can use it to determine the average amount a OShares Quality'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 = -0.0976
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OUSA |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average OShares Quality 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 OShares Quality by adding OShares Quality to a well-diversified portfolio.
OShares Quality Fundamentals Growth
OShares Etf prices reflect investors' perceptions of the future prospects and financial health of OShares Quality, and OShares Quality 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 OShares Etf performance.
| Price To Earning | 19.67 X | |||
| Price To Book | 4.15 X | |||
| Price To Sales | 2.19 X | |||
| Total Asset | 698.41 M | |||
About OShares Quality Performance
By analyzing OShares Quality's fundamental ratios, stakeholders can gain valuable insights into OShares Quality's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if OShares Quality 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 OShares Quality has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The underlying index is designed to measure the performance of publicly listed large-capitalization and mid-capitalization dividend-paying issuers in the United States that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds, as determined by OShares Investment Advisers, LLC . Os US is traded on BATS Exchange in the United States.| OShares Quality generated a negative expected return over the last 90 days | |
| The fund maintains 99.97% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in OShares Quality 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 state. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
The market value of OShares Quality Dividend is measured differently than its book value, which is the value of OShares that is recorded on the company's balance sheet. Investors also form their own opinion of OShares Quality's value that differs from its market value or its book value, called intrinsic value, which is OShares Quality'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 OShares Quality's market value can be influenced by many factors that don't directly affect OShares Quality'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 OShares Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if OShares Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OShares Quality'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.