Ea Series Trust Etf Performance
| STXV Etf | 30.47 0.34 1.13% |
The entity owns a Beta (Systematic Risk) of 0.67, which means possible diversification benefits within a given portfolio. As returns on the market increase, EA Series' returns are expected to increase less than the market. However, during the bear market, the loss of holding EA Series is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in EA Series Trust are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, EA Series is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
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3 | When Moves Investors should Listen - Stock Traders Daily | 03/12/2025 |
STXV |
EA Series Relative Risk vs. Return Landscape
If you would invest 2,999 in EA Series Trust on December 17, 2024 and sell it today you would earn a total of 48.00 from holding EA Series Trust or generate 1.6% return on investment over 90 days. EA Series Trust is currently generating 0.0303% in daily expected returns and assumes 0.8803% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than STXV, 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 |
EA Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for EA Series' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as EA Series Trust, and traders can use it to determine the average amount a EA Series' 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 = 0.0344
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STXV |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average EA Series is performing at about 2% 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 EA Series by adding it to a well-diversified portfolio.
About EA Series Performance
Evaluating EA Series' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if EA Series 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 EA Series has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
EA Series is entity of United States. It is traded as Etf on NASDAQ exchange.| Latest headline from news.google.com: When Moves Investors should Listen - Stock Traders Daily |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in EA Series Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of EA Series Trust is measured differently than its book value, which is the value of STXV that is recorded on the company's balance sheet. Investors also form their own opinion of EA Series' value that differs from its market value or its book value, called intrinsic value, which is EA Series' 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 EA Series' market value can be influenced by many factors that don't directly affect EA Series' 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 EA Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if EA Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EA Series' 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.