SPDR SP (France) Performance
SPY5 Etf | EUR 517.60 1.20 0.23% |
The entity has a beta of 0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SPDR SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR SP is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SPDR SP 500 has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Etf's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the ETF investors. ...more
Fifty Two Week Low | 209.70 | |
Fifty Two Week High | 264.15 |
SPDR |
SPDR SP Relative Risk vs. Return Landscape
If you would invest 57,786 in SPDR SP 500 on December 18, 2024 and sell it today you would lose (6,026) from holding SPDR SP 500 or give up 10.43% of portfolio value over 90 days. SPDR SP 500 is generating negative expected returns and assumes 1.0107% volatility on return distribution over the 90 days horizon. Simply put, 9% of etfs are less volatile than SPDR, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
Risk |
SPDR SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR SP 500, and traders can use it to determine the average amount a SPDR SP'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 = -0.1706
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | SPY5 |
Estimated Market Risk
1.01 actual daily | 9 91% of assets are more volatile |
Expected Return
-0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SPDR SP 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 SPDR SP by adding SPDR SP to a well-diversified portfolio.
SPDR SP Fundamentals Growth
SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR SP, and SPDR SP 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 SPDR Etf performance.
Total Asset | 2.92 B | |||
About SPDR SP Performance
By analyzing SPDR SP's fundamental ratios, stakeholders can gain valuable insights into SPDR SP's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SPDR SP 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 SPDR SP has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The investment seeks to replicate, net of expenses, the SP 500 Index. SPDR SP is traded on Paris Stock Exchange in France.SPDR SP 500 generated a negative expected return over the last 90 days | |
The fund maintains 99.35% of its assets in stocks |
Additional Information and Resources on Investing in SPDR Etf
When determining whether SPDR SP 500 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SPDR SP's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Spdr Sp 500 Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Spdr Sp 500 Etf:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..